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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.
We are highly in debt to China, So, all China has to do is to simply not roll the old bonds
Target Corporation (TGT): Defying the Retail Apocalypse
Is Value Investing Dead?
Charlie Munger, Li Lu Interview: “If The Reality Changes, We Will Change As Well”
Big Tech May Have Taken A Bite Out Of This Giant Hedge Fund’s Recent Returns
CVS Investment Thesis In 300 Words
Imagine this. You’re holding what has become the world’s biggest basket of profitless, often fraudulent (I’m looking at you, BABA), and insanely overvalued, illiquid securities.
Gold Set On A Path To A New Bull Market?
The Price Of Trading Future Obligations For Today’s Benefits
Steve Nadel: Opportunities In Distressed And Private Credit
Playing The Player Update: Another Major Buy Signal
Beware The “Boogeyman”: Stan Druckenmiller Warns On Deflation, Rates
Canyon Capital Profits From Carl Icahn’s Activism
Capital Market Assumptions 2019
Pulling Forward Versus Paying Forward
What Keynes Can Teach You About The Stock Market
T. Rowe Price: Passive Investing Versus Active Investing
The Circle Of Competence: What You Don’t Know Is Just As Important As What You Do

