Like many folks these days, I rely on the interwebs to discover how to do certain things. Change the battery in my home alarm system? YouTube. Learn how to create a smokey eye? Instagram. Grill a turkey for Thanksgiving dinner? Jimmy-D’s Thanksgiving Turkey BBQ 2010
... Read more »
With the flurry of recent political advertisements on TV, Manole Capital Management wanted to write a note outlining our short and long-term perspective on the market
... Read more »
A bond allocation is like a railroad. Credit is the locomotive that generates high returns, duration the track that keeps the train in line. Take the track away and you risk running your portfolio into the ditch. That’s why duration-hedged credit strategies are dangerous
... Read more »
Global developed equity markets rose in apparent harmony during the second quarter, as if they were all singing from the same sheet. But beneath the returns, multiple risks are fomenting disquiet, and five points of dissonance warrant closer attention
... Read more »
The Lawrence Welk Show spanned the post-war boom of the 55s through the psychedelic 60s, the protest-laden 70s, and into the Reagan-era 80s before moving into syndication. Why was the show so successful long-term? What can fund managers learn from Lawrence Welk in getting their businesses to be as successful? Here are five lessons to be learned from the Welkian way
... Read more »
hedgeconnection @timseymour CIO & Managing Partner of Seymour Asset Management joins Hedge Connection CEO Lisa Vioni for the latest… https://t.co/jobemkKQBV
hedgeconnection After a Spotty Run, John Paulson Quits Hedge Funds https://t.co/SptUUMrNfr
hedgeconnection BlackRock’s alternatives chief has $23 billion war chest https://t.co/iBL447QU5N via @pensionsnews
