Value Briefs
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Value Briefs
Nassim Taleb On XIV And The Problem With Forecasts
Global Return Asset Management 2017 Year In Review – Risk Management
Here Is What The 2842 Word "Short Position Transparency Act" Says
Here Is What The 2842 Word “Short Position Transparency Act” Says
Odey Says Blame The Machines As He Prays His Moment Has Arrived
Bronte Capital Has Gain On 40% Drop In Canadian Miner; Goes Long World Acceptance Corp.
Livermore Partners Q4 Letter – Short USD And Valeant
Blue Tower Up 24% In 2017 – Long Joban Kaihatsu
Paul Tudor Jones Explains What He Learned From A Lifetime Of Studying Bubbles And Crashes
Hayden Capital 4Q17 Letter – Learning How To Trust
Mark Spitznagel: Picking Market Crashes Is Impossible
Paul Tudor Jones ““Cry ‘Havoc!’, and let slip the dogs of war” seems an apt description for this moment”
Dodd-Frank Whistleblowers Help Clean Up Our Markets
Corsair Capital Management: Long Caesars Entertainment
The Shadow Banking Narrative: China And Also India
Fannie Mae (FNMA) & Freddie Mac (FMCC) – Where Did The Money Go?
Dalio- We’ve Just Had a Taste of What the Tightening Will Be Like
How Will The Government Fund Trillion Dollar Deficits?

