Value Briefs
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.
Value Briefs
China Hacks The U.S. And Elon Talks About The Matrix
The Psychology Behind Managing A 20 Bagger….
The Knock-On Effects Of A Deleveraging China
Ray Dalio On Debt Cycles, A Long Tech Trade, And God Walking With The Devil
Value Briefs
Warning – A large amount of EM corporate high yield USD debt is maturing in the coming years
Value Briefs
It’s Late Cycle!!! Is It? And Chicken Soup For Your Portfolio
A Comprehensive Reading List For Global Macro Traders & Investors
Value Briefs
YouTube Boxing Event And Some Soros Wisdom
Value Briefs
The Gerschenkron Growth Model – like Japan and Russia before it, China’s economic “miracle” is anything but…
Value Briefs
The One Thing… China’s Slowdown And The Rough Road Ahead For EM
Value Briefs
Stolen Press Releases, Market Tops, And A Long In Gold
Value Briefs
How To Implement Cheap Black Swan Protection
Value Briefs
The Human Trader’s Secret Weapon
Value Briefs
A Chinese Frankenstein, Fallen Angels, And A Pitch To Buy T-Notes
Value Briefs
The Guy Who Manages Charlie Munger’s Money And Some China Stuff
Value Briefs
Esports, Essentialism And A Facebook Trade
Value Briefs
Value Investing Is Dead, Long Live Value Investing
Value Briefs
The Principle Of Bubble Rotation

