1st. Quarter 2012 Partner Letter

1st Quarter 2012 Partner Letter


Equity Fund Redemptions in April Are Largest in 17 Years - Bloomberg

Here's why April has been a challenging month for money managers.  I've felt like I've been swimming as hard as I can upstream all month just to stay even.     Equity Fund Redemptions in April…


Shell bullish on China shale gas | Reuters

Shell bullish on China shale gas One of my primary thesis is that American know how and technology for oil and gas drilling is way undervalued in the market.  The OIH is very cheap from fear of…