681a83d1-bb2d-4902-9ef0-bce9c5a7989a

Greetings, We would like to start by thanking Danielle DiMartino Booth for her support. Let’s begin with the UK where several recent surveys provide a better window into the impact of Brexit. 1. Here is the UK Markit Household Finance Index, showing how UK residents view their finances over the next year. Source: @MarkitEconomics Source: @MarkitEconomics 2.

... Read more »
mjge

  For the last several weeks, I’ve been watching what I eat. After months of travel and often substituting the contents of my minibar for dinner, I had grown concerned that my bloodstream was permanently clogged with Pringle fragments. So I bought some actual fruits and vegetables (goodbye, scurvy!) and sat down to eat something

... Read more »
Fruitful-Active-Investing

A summertime reflection on active and hedge fund investing, especially on the back of recent headlines covering large institutional investors exiting the hedge fund space, in addition to the investor narrative regarding fees and performance

... Read more »