valueplays
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.
Panicked Investors Missed The Rebound
NBER Says Recession Started in February….Data Contradicts
Hindsight Is Always 20/20
The Bull Case For Oil
Not All Markets Are Equal
S&P 500 Intrinsic Value Index Update
You Can Ignore The Rig Count Decline
Chemical Barometer Revised Higher
Mortgage Lending Continues to Evolve
S&P Intrinsic Value Index
PG&E Liquidation Value
Inverted No More
People Don’t Recognize De-Regulation IS Fiscal Stimulus
Household Survey Employment Adds 391,000, Vehicle SAAR 17.23M Units
S&P 500 Intrinsic Value Index Update
Data vs Perception
Rate Cut? History suggests no cut!
With economic data like this, there is simply no recession in sight. Equities should track higher

