TopDownCharts
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.
Are Bond Yields Too Low?
Fed vs Stocks: Finding The Sweet Spot
US Margin Debt Trends: The Good, The Bad, And The Ugly…
Inflation Surprise! (…Or Lack Thereof)
The Policy Pivot: Global Equities
Developed Economies Are Getting Worse
The Value Of Value Stocks
Global Equity PE10 Valuations
Over 80% of world equity markets are in “deflation” and other important stats to watch for H2 [CHARTS]
EM Central Banks Turning The Corner
Crude Oil Volatility Spike – A Classic Contrarian Signal
OECD Composite Leading Indicators — the Global Growth Scare
Gold Set On A Path To A New Bull Market?
Top 5 Charts Of The Week: Global PMIs, US CMI, Asian Investors, And The Fed
Bond Yields – Lower For Longer?
Top 5 Charts Of The Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
Emerging Market Equities – Cheap, But Where’s The Value?
Top 5 Charts Of The Week: Emerging Markets, China, Gold, And Policy Rates
Value Briefs

