Ritesh Jain
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Institutions Prediction for 2020
David Hume & The PBOC: He who laughs last – Russell Napier
US headed for 0% GDP growth in Q4 and Q1
Saxo Bank Outrageous Predictions For 2020
Corporate Management teams are LBO’ing themselves with cheap debt (
The Fed Gives Up on Inflation: Why I Gave Up On Strong USD View
Debt owed by governments, businesses and households around the globe is up nearly 50% since before the financial crisis
Party Like It’s 1999
Deutsche bank is the biggest systemic risk today
The one ingredient missing for a major bond price top is the blowup of a big firm
Whenever CNY has depreciated it always means deflation in the world
Negative yielding crosses $15 trillion
Nearly half of S&P 500 components have a higher yield than the 10-year, and 25 yield more than 5%
The Longest expansion just got longer
Macroeconomic Overview A Misdiagnosed U.S. Economy – Guggenheim
We are on the verge of a currency war
The Charts Show That Fiat Money Experiment Is In The Last Stages
Europe & EM in particular remain potential value traps
