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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.
Global Cyclicals vs Defensives: Regional Rotations And Early Warnings
Farnam Street January 2019 Letter: My Charlie Story
For 12 consecutive years USPS has lost money, accruing cumulative net losses of $69.0 billion And Losses are accelerating despite strong economy
January 2019 Data Update 4: The Many Faces Of Risk!
EM vs DM: A Major Market Turning Point
The Market Crash Is Coming… How Do You Prepare Yourself For It?
The “Deflatometer” — Global Deflation Risk Monitor
Finding Small Cap Opportunities Amid A Historic Downturn
Value Briefs
Farewell, John Bogle: A Tribute To The Father Of Indexing
Old West Investment Management 4Q18 Commentary “Our Time Has Come”
2019 Global Private Equity Survey
Universities Face Increased Pressure From Job Programs That Generate Results, Not Just Debt
Dividend Aristocrats In Focus Part 4: ADP
A Thousand Points Of Fiduciary Light
Logos LP 4Q18 Commentary: The Stock Market Of 2018
Wall Street’s predictions for 2019
This Fund’s Q4 Winners Were All Shorts
Value Briefs
Why Ireland May Soon Have To Say Goodbye To The Low Tax Rates That Made The Nation Rich
