You Can’t Handle This (Hedge Fund) Truth Sep6

Posted by & filed under White Papers/ Thought Pieces.

southwest1

It’s often quite amusing to me to chat with friends and associates outside of the investment industry about the investment industry. The vision that many folks have about the typical hedge funders’ day-to-day existence is one part conspiracy theory, two parts lies and debauchery and a final part douchebaggery. So, to help clear up some of

... Read more »

The Daily Shot 7/29/16: Global Macro Currents Jul29

Posted by & filed under The Daily Shot.

cc32c25e-fd70-4cda-a11b-61b7476dd216

Greetings, We begin with Japan where the central bank ended up disappointing the markets. The BoJ announced a smaller than expected increase in purchases of ETF’s. There was no move deeper into negative rates and no QE acceleration. Kuroda probably feels somewhat helpless at this point and is betting on the big increase in fiscal stimulus. The

... Read more »

The Daily Shot 5/20/16: Global Macro Currents May20

Posted by & filed under The Daily Shot.

f942e6cd-4f41-4ea5-8d2a-458cd8bf7796

Greetings,  Let’s start with the Eurozone. The latest ECB minutes point to the central bank’s frustration with the currency bloc’s governments’ inaction. The Governing Council is effectively saying: “We are hitting a wall here – it’s time for the Eurozone governments to step up.”  Labor reforms are especially important in this environment in order to support

... Read more »

The Daily Shot 5/13/16: Global Macro Currents May13

Posted by & filed under The Daily Shot.

332dea67-cc45-4bae-8d85-006394238446

Greetings, Let us begin with emerging markets. 1. South Africa’s mining production dropped by 18% from a year ago – a record decline. This report sent some analysts back to the drawing board, with growth projections downgraded again. h/t Jonathan 2. Romania and Poland remain in deflation. Will both see stabilization as energy prices move higher? Source: Investing.com

... Read more »