David Rosenberg: Face It Market Volatility Is Back; Here’s How To Play It

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David Rosenberg: Face It Market Volatility Is Back; Here’s How To Play It
After such a long period of relative calm – only briefly interrupted by the “taper tantrum” of the spring of 2013 and the emerging market turmoil at the turn of the year – volatility has reared its head yet again, and, as is often the case, it started first in the currency market. Near-6% moves in…

David Rosenberg: Face it market volatility is back; here’s how to play it

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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