Rupert Hargreaves
As Rates Rise Dispersion Of Earnings Yield Of S&P 500 Hits A New High
Libor–OIS Spread Set To Widen Further As Beat Bites
Paulson Merger Arbitrage Fund Loses 23% In Two Months Amid Fannie Losses
Baupost Q1 Letter: Discipline And Focus Is Key For Value Investing Today
Value Briefs
Deep Value In Japan Returns 105% In Ten Months
Private Equity Funds Are Changing With The Times As Fees Explode
Too Hot? Emerging Market Equity Funds See Record Inflows; 4x More Popular Than Developed
Robot Hedge Funds Are Crushing CTAs
For First Time Since 2000, Australian Govt Bond Yield Below UST As US Govt Reaches $21T Debt Mark
Small Hedge Fund Produces 280% Returns In Two Years
Private Equity Dives Into Vietnam As It Becomes “Hot”
The End Of Libor As SOFR Is Introduced
Warren Buffett’s Business Contracts Should Be A Model For The World
Retail Defaults Set To Peak But Debt Maturities Signal Bad News Ahead
After A (Rare) Strong Month Crispin Odey Continues Attack On Central Banks Warns of ” First taste of stagflation in 50 years”
Nurse Shortage Will Drive Healthcare Costs Even Higher
Private Mortgage Insurers Are Likely To Be Impacted By Freddie’s New Mortgage Insurance Initiative
China’s Financial Sector Is Growing Up As Tech Helps
