On My Radar: Druckenmiller’s Speech At The Lost Tree Club – CMG Capital
April 17, 2015 By Steve Blumenthal “I’m not predicting a crash, I’m just saying the risk reward of going early … Read more
Top Stories
Is Berkshire Hathaway Too Big To Fail? Ask The Bank of England
Berkshire Hathaway meets the threshold to be designated “too big to fail” under the U.S. process given the fact that its has more than $50 billion in assets and over $3.5 billion of derivative liabilities
The Whistleblower’s Tale: How An Accountant Took on Halliburton
by Jesse Eisinger ProPublica, April 21, 2015, 9 a.m. This story was co-produced with Marketplace. The email that ruined Tony … Read more
Odey Asset Management Q1 2015 Quarterly Review: Bearish, Bearish, Bearish
In his latest presentation to investors Crispin Odey has turned even more negative on the equity and bond markets, a theme initially expressed … Read more
Should Leveraged ETFs Be Held For Long Horizons?
April 21, 2015 by C. Thomas Howard, Lambert Bunker and David Stock PDF | Page 2 There are numerous misconceptions … Read more
Greenlight Capital -1.7% In Q1 2015 [FULL LETTER]
SEE THE FULL LETTER IN PDF FORMAT BELOW Dear Partner: The Greenlight Capital funds (the “Partnerships”) returned (1.7)%,1 net of … Read more
The Search for Investment Serenity: The Look Back Test!
Late last year, in a post titled “Go where it is darkest”, I argued that the best investment opportunities are … Read more
Larry Fink & Capitalism: Need 4 Kitchens In Your House?
Do you need four kitchens in your house? Apparently financial industry titan Larry Fink does. If Mr. Fink were a … Read more
Mr. Valuation Disagrees With Henry Blodget: Stock Market Is Not A Meaningless Phrase
Introduction There are many that consider the stock market the big casino. Because I believe in adhering to a business … Read more
Stan Druckenmiller Full Bloomberg TV Interview [TRANSCRIPT]
Stan Druckenmiller, the Chairman and CEO of Duquesne Family Office, sat down with Bloomberg Television’s Stephanie Ruhle to discuss China’s … Read more
Buffett’s Checklist Applied To Small Caps
Recently, I highlighted a passage from Warren Buffett’s annual shareholder letter that reveals how Buffett thinks about attractive investment options. … Read more
New GMO Whitepaper Debunks Currency Hedging Myths
In her new GMO whitepaper, Catherine LeGraw argues that currency hedging can lead to the introduction of greater tail risk
How Spanx Got Me An Interview With Warren Buffett
While working on my book Getting There: A Book of Mentors, I found myself at a charity event with business … Read more
Hedge Fund Mean Reversion
Our earlier articles explored hedge fund survivor (survivorship) bias and large fund survivor bias. These artifacts can nearly double nominal … Read more
David Einhorn’s Long And Short Ideas From Grant’s Conference [SLIDES]
David Einhorn was invited to Grant’s Investment Conference below is the presentation titled, “Zero Bound Odyssey: A Place Where No … Read more