The Daily Shot 7/15/16: Global Macro Currents Jul15

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Greetings,1. We begin with China where the latest economic figures are for the most part stronger than forecast. The GDP, industrial production, the money supply growth and credit expansion all came in above expectations. Source: Investing.com US futures jumped on the data release from China. The charts below show year-over-year growth in retail sales and

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The Daily Shot: 4/8/16 Global Macro Currents Apr8

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Greetings, Let’s begin with the global financial markets where the risk-off sentiment has returned. Dollar-yen hit 108, which is quickly becoming a disaster for the BoJ – potentially reigniting deflationary pressures. Many anticipate the BoJ to intervene in some fashion to stem the yen appreciation. The rise in yen is viewed as a sign of risk

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Money Manager Report Cards Mar15

Posted by & filed under Hedge Fund Marketing, Hedge Fund Performance, White Papers/ Thought Pieces.

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I was going through some old papers recently and, lo and behold, stumbled across my first grade report card. Since I’ve often struggled with authority figures, I opened it with some trepidation and discovered a few tidbits about the past. Much like many employers today, achieving a rating of “outstanding” was impossible by Mrs. Northem’s

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