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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.
Viemed Long Thesis
Too Many Hedge Funds or Too Few Tech Stocks?
When Reagan cut taxes, Gross Govt debt was around 30% of GDP. Today it’s over 105%… and climbing
A Lot Of Interest In Inflation
What are the prospects for an infrastructure bill?
Volatility is the brother of credit… and volatility regime shifts are always driven by the credit cycle
Umbrella Insurance: A No-Brainer?
Global Trade Update [CHARTS]
How To Determine If Your Financial Expert Is A Used Caresales Type Or Good
Minority Report For Investors
A Hidden Volcano Of Debt
Chinese Shadow Banks De-Levering, But No One Knows What Lies Beneath
Charlie Munger At Daily Journal (DJCO) 2018 Conference [TRANSCRIPT]
After Volatility Crash, Half-Man, Half-God Says Sell Vol
Hillhouse Capital: If You Bet Against China You'll Lose
Hillhouse Capital: If You Bet Against China You’ll Lose
Moreus Q4 letter to investors
2018 DJCO Annual Shareholder Meeting – AUDIO, NOTES

