Chart…China: The Biggest Bubble Ever?

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Chart…China: The Biggest Bubble Ever?
click TWICE to enlarge

This chart is from Pivot Capital Management’s recent shareholder letter (I will be posting more in the near future).

Just a very interesting chart. for now:

click TWICE to enlarge
Fund Manager Profile: Kris Sidial Of Tail Risk Fund Ambrus Group

invest Southpoint CapitalA decade ago, no one talked about tail risk hedge funds, which were a minuscule niche of the market. However, today many large investors, including pension funds and other institutions, have mandates that require the inclusion of tail risk protection. In a recent interview with ValueWalk, Kris Sidial of tail risk fund Ambrus Group, a Read More

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