MacroOps
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.
EM Hoodwinking Investors And A BIG Bond Short
Michael Mauboussin – Breaking Down A Market Edge
Nintendo (NTDOY): Recurring Revenue Model With Long Runway For Growth In Smartphone Market
The Danger Of “Vision Macro” And How To Avoid It
Investing In Shipping Stocks: Lessons From Walter Schloss
Market Murmurations And 60 Million Frenchmen
Stock Shopping List For 2019
Full Capitulation In US Stocks Not Here Yet
Uber Cannibals, Bond Traders vs Stock Traders, And The Power Of Now
The Bullish Case For US Stocks
Walt Disney’s Paper Route And The Spread Of Ideas
A Looming Global Recession And A Short Metals Trade
Steve Cohen On Markets And The Inventor Of Candlestick Charts On Trading
The Laws Of Human Nature, Munger On Stock Picking, And A Bearish Sign For Bonds
China Won’t Bail Out Global Markets This Time Around
Uranium, Unemployment Cycles, And The Fat Pitch
Modern Monetary Theory And YouTube Nostalgia
My Notes On Druck, Investor Letters, Stock Pitches, And A Short Dollar Call

