Money and Finance
- Links
Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2015) [H/T market folly] (LINK) Pershing Square Holdings' interim report [H/T Will] (LINK) Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' (video) (LINK) Are You...
- The Absolute Return Letter, February 2014: Challenging The Consensus
Link to: The Absolute Return Letter, February 2014: Challenging the Consensus Investors are overwhelmingly bearish on bonds going into 2014. In this month’s Absolute Return Letter we challenge that view and look at various reasons why the bond...
- John Mauldin: How Do I Hate Thee?
When I was growing up, Labor Day always marked the official end of summer, since we started school the next day. These days everyone seems to start school sometime in August, but for those of us of a certain age, the natural annual rhythm is still to...
- The Absolute Return Letter - December 2012
Absolute Return Partners turned 10 years old only last week. We celebrate this milestone with a major overhaul of our brand. Unless you are a first time reader of this letter, you will notice the new look. Likewise, our new website will be launched in...
- August Dividend Update
What a crazy month for the world markets August was. We saw some crazy daily and even hourly movements as well as an overall market selloff. I think the markets may continue to stumble for some time and that's going to allow us to make some purchases...
Money and Finance
The Absolute Return Letter - August 2011: Why U.S. of AA Matters
We have never published the Absolute Return Letter before in August and, hopefully, we will never have to do it again; however, the unprecedented events of recent days and weeks have forced our hand. I will make it short, though. August is for reading, not writing.
- Links
Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2015) [H/T market folly] (LINK) Pershing Square Holdings' interim report [H/T Will] (LINK) Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' (video) (LINK) Are You...
- The Absolute Return Letter, February 2014: Challenging The Consensus
Link to: The Absolute Return Letter, February 2014: Challenging the Consensus Investors are overwhelmingly bearish on bonds going into 2014. In this month’s Absolute Return Letter we challenge that view and look at various reasons why the bond...
- John Mauldin: How Do I Hate Thee?
When I was growing up, Labor Day always marked the official end of summer, since we started school the next day. These days everyone seems to start school sometime in August, but for those of us of a certain age, the natural annual rhythm is still to...
- The Absolute Return Letter - December 2012
Absolute Return Partners turned 10 years old only last week. We celebrate this milestone with a major overhaul of our brand. Unless you are a first time reader of this letter, you will notice the new look. Likewise, our new website will be launched in...
- August Dividend Update
What a crazy month for the world markets August was. We saw some crazy daily and even hourly movements as well as an overall market selloff. I think the markets may continue to stumble for some time and that's going to allow us to make some purchases...