| Investor Cliff Asness says bitcoin is a bubble unless uses besides speculation and criminality emerge |
Jan 25, 2025 |
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| Stanley Druckenmiller says ‘animal spirits’ are back in markets because of Trump with CEOs ‘giddy’ |
Jan 25, 2025 |
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| Rajiv Jain: I am more optimistic. In the U.S., broad-based valuations are on the high side. |
Jan 17, 2025 |
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| Twitter: Dripping with irony, the media that for 3 years straight was unrelentingly critical of the UK investment trust industry, is now full of opinion pieces from self-interested parties decrying Saba’s move to shake things up. |
Jan 17, 2025 |
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| How Countries Go Broke: Introduction & Chapter One |
Jan 17, 2025 |
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| Kyle Bass : I’m bullish on US stocks over international markets |
Jan 13, 2025 |
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| Twitter: We have owned Fannie Mae and Freddie Mac common stock for more than a decade |
Jan 11, 2025 |
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| Twitter: $MSFT is going to spend $80B on AI data centers this year…?! |
Jan 11, 2025 |
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| 2035: An Allocator Looks Back Over the Last 10 Years |
Jan 2, 2025 |
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| Twitter: Boaz Weinstein : What’s driving USA & EWI |
Dec 27, 2024 |
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