A Day With Hedge Fund Manager Hugh Hendry
Interesting video of a BBC journalist who spent a day with hedge fund manager Hugh Hendry. Click here.
(Via The Mises Institute Blog)
Similar Posts
The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
Reading Time: 10 minutesYesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday’s memo, “Coming Into Focus” (https://www.oaktreecapital.com/docs/default-source/memos/coming-into-focus.pdf), was one…
UPS Operating Stats And Earnings Show Continuing Slowdown
Reading Time: 1 minuteUPS (UPS) reported this morning that revenues were off 16.7% in the 2nd quarter on a 4.8% volume decrease in US domestic package shipments and a 7.8% decrease in average US domestic package price. As a result, margins are being…
Jeff Gundlach: The Jalopy Economy
Reading Time: 1 minuteJeff Gundlach is one of the best in the business and his recent open letter, “The Jalopy Economy”, is one of the best recent analyses of the current macroeconomic predicament I’ve read. I strongly recommend taking the time to read…
America on the Brink
Reading Time: 11 minutesGeorge Floyd died at a moment of extreme dysfunction in American political life. Relations are so poisonous and so polarized between the parties that we are not seeing the kind of bipartisan meetings on Capitol Hill that typically occur at…
US Consumer Looks Strong For Now – Bed, Bath and Beyond, Circuit City and Nike All Report Strong Quarters
Reading Time: 2 minutesThe US consumer is holding up nicely thus far as Bed, Bath and Beyond (NASDAQ: BBBY), Circuit City (NYSE: CC) and Nike (NYSE: NKE) all reported strong quarters this past week. Bed, Bath and Beyond, owner of 762 Bed, Bath…
Massive Government Intervention Propping Up Housing Market
Reading Time: 4 minutesAt least for the next two years, and possibly longer, it is not possible that the government would say: ‘The U.S. mortgage market no longer needs our support.’ Were they to say that, the mortgage market and the housing market…