When hedge fund managers and capital allocators get together
I recently attended a two day workshop in San Francisco. Here are Notes from Cap Intro West Art of Capital Raising David Kim from Apex partners is a sharp West Point Harvard B school graduate that…
Rising Interest Rates Are a Boon to Precious Metals
Source: Rising Interest Rates Are a Boon to Precious Metals
Bracing for a Cheaper, More Political Sundance | Vanity Fair
With an Al Gore opener and the inauguration falling its first weekend, this year’s Park City festival will be politically charged. But will execs and audiences buy it? Source: Bracing for a Cheaper,…
Sax Angle Partners 4th Quarter Letter
Starting this quarter, we've decided to share our quarterly letters with the public at large. Hope you enjoy this one. Sax Angle Partners, LP 4th Quarter 2016 Partner Letter
World’s 8 Richest Have as Much Wealth as Bottom Half of Global Population - The New York Times
The eight, all men, hold as much money as the 3.6 billion people who make up the world’s poorest half, Oxfam said in a report that highlighted inequality. Source: World’s 8 Richest Have…
Portfolio holdings 1-13-17
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The Trump Aesthetic: how his tastes will change America
The Trump Aesthetic: how his tastes will change America What cultural impact will the incoming president have? Prepare for a mash-up of Sinatra, sports stars and reality TV Source: The Trump…
Bogle: Trumps long-term policies bad for society, economy and market
I'm interested in making money in the short term as short term profits add up to long term gains. Therefore I don't get political but I do question the legs of this rally. Few people have as much…
Thoughts on Jeffrey Gundlach Just Markets 2017
Notes from Double Line’s Just Markets 2017. Wow, once again Jeffrey Gundlach shows he is the smartest guy in the room when it comes to market calls. Note that he is the ONLY credible pundit I follow…
Trump Rally Starting To Thin Out | Zero Hedge
Trump Rally Starting To Thin Out by Tyler Durden Jan 10, 2017 Despite the recent string of Nasdaq new highs, more stocks have been declining than advancing. One of the hallmarks of the post-election…