Carlson Capital Q3 “China is now pushing on a string – with dire consequences”

Richard Maraviglia and Matt Barkoff, portfolio managers at the Carlson Capital Black Diamond Thematic hedge fund, enjoy "thinking about the economy in a different way to consensus.” The “consensus” often being wrong, Maraviglia and Barkoff pick their point to challenge mainstream economic thought strategically.

Also see

• Carlson Capital Bullish After 08/09 Crash For Energy
• Q3 2016 hedge fund letters
• Q2 2016 hedge fund letters

Carlson Capital - Hope and fear have become one in the same in the modern investment world

The economy is just fine – not great, but doing reasonably well – say the portfolio managers who have guided the Long / Short hedge fund to a positive...