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, December 2013: Squeaky Bum Time
QE has led to asset price inflation. That much we established in the November Absolute Return Letter. In this month’s letter we go one step further and look at whether we are now in bubble territory. Considering the strong bull-run we have experienced...
- The Absolute Return Letter - February 2013
Currency war or something altogether different? We cannot recall ever having encountered as much bearish sentiment when it comes to the outlook for bond prices as we see at the moment. In this month's Absolute Return Letter we question whether the...
- 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...
- 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,...
Money and Finance
The Absolute Return Letter - December 2011: The Facts They Don’t Want You to Know
This month's letter is not a typical Absolute Return Letter but it is something that I feel strongly about and wanted to write about for a long time. I hope you will enjoy reading it as much as I enjoyed writing it. The message is simple: Our industry needs a good old fashioned kick up its backside. Far too much mediocrity is rewarded for nothing other than destroying value.
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Related link: Absolute Return Partners 2012 Investment Outlook
- 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, December 2013: Squeaky Bum Time
QE has led to asset price inflation. That much we established in the November Absolute Return Letter. In this month’s letter we go one step further and look at whether we are now in bubble territory. Considering the strong bull-run we have experienced...
- The Absolute Return Letter - February 2013
Currency war or something altogether different? We cannot recall ever having encountered as much bearish sentiment when it comes to the outlook for bond prices as we see at the moment. In this month's Absolute Return Letter we question whether the...
- 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...
- 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,...