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...
- Chanticleer - Q4 2012 Letter Excerpt
Below is a 2-page excerpt from the latest letter of the fund I help manage. For those that were used to logging into the Chanticleer Advisors website to view the letter, our new website now requires free registration for each individual instead of the...
- Chanticleer Letter: Businesslike Investing
My latest commentary has been posted on the Chanticleer Investment Partners website. To read this letter, please click on the link below. Link to: Chanticleer Letter: Businesslike Investing ...
- Chanticleer Letter: Patience
My latest commentary has been posted on the Chanticleer Investment Partners website. To read this letter, please click on the link below. Link to: Chanticleer Letter: Patience ...
Money and Finance
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 next few days. At the same time our URL will change to arpinvestments.com. For reasons that we shall not waste your time with, we have to keep the old website alive until this letter has been posted but we expect to launch the new website next week.
This month's letter focuses on the short to medium term factors that drive our asset allocation and portfolio construction. All research suggests that financial markets are not driven by economic fundamentals in the short to medium term, so why should the investment process be?
- 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...
- Chanticleer - Q4 2012 Letter Excerpt
Below is a 2-page excerpt from the latest letter of the fund I help manage. For those that were used to logging into the Chanticleer Advisors website to view the letter, our new website now requires free registration for each individual instead of the...
- Chanticleer Letter: Businesslike Investing
My latest commentary has been posted on the Chanticleer Investment Partners website. To read this letter, please click on the link below. Link to: Chanticleer Letter: Businesslike Investing ...
- Chanticleer Letter: Patience
My latest commentary has been posted on the Chanticleer Investment Partners website. To read this letter, please click on the link below. Link to: Chanticleer Letter: Patience ...