Taper Talk is Back – It’s Not Going Away This Time

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Taper Talk is Back – It’s Not Going Away This Time
Taper Talk is Back – It’s Not Going Away This Time (via Market Shadows)

Taper Talk is Back – It’s Not Going Away This Time Courtesy of Bruce Krasting The capital market for new issues and refinancing of corporate debt has been on a tear the past few months – I think that ended yesterday.  That’s because the dreaded…

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More



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