Business

Donville Kent Asset Management Q1 2025 Commentary

Short-termism and Opportunities; Buffett’s Views on Tariffs

David Einhorn Dumps TKWY and SYENS, Analyzes Trump’s Tariff Strategy [Greenlight Capital Q1 2025 Letter]

Saga Partners Q4 2024 Commentary

Hedge Funds Rattled by Tariffs but Find Bright Spots in Macro and Quant Strategies

Inflation: They’re Gonna Choose To Run It Hot…

Hedge Funds Shift To The Yen As A Safe-Haven Amid U.S.-China Tariff Tensions – Commentary

Crossroads Capital to Launch Offshore Investment Vehicle in May 2025

Charlie Munger’s Guide for the Crestfallen

Kernow Asset Management March Letter: FTSE 100 Accounting Arbitrage

CEE’s AI Investment Boom: Why Global Investors are Flocking to the Region

Larry Fink: Very Close To Recession: Data Center Demand Will Be Massive Long-Term

Staying on Course in Private Equity – KKR

GDS Investments April 2025 Letter: These Stocks Are Well Positioned Post Tariffs

Howard Marks April 2025 Memo: Nobody Knows (Yet Again)

Tariff Impact On Video Game Industry And Electronics – Gabelli Funds

Spruce Point Issues “Strong Sell” Research Opinion On Monster Beverage

Global Return Value Investments March 2025 Letter: On Trump’s Tariffs

Watch Bonds…

ProChain Capital March 2025 Update

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