George Soros Bought Italian Debt Betting on Deflation

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George Soros explains why his fund bought 2 billion dollars of MF Global Italian bonds – and why he would buy even more. The secret sauce: Deflation. That, Soros tells Chrystia Freeland, will give Italian bonds a fantastic yield, even though it shows that financial markets aren’t functioning properly.

Alkeon: Big Tech Is Only Just Getting Started

TechnologyThe ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More


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