Boosted by Trump, Europe’s Antiestablishment Unites - WSJ
I can't imagine how this will end well. It took overwhelming intervention by the ECB in 2011 to prevent a market melt down over anxiety of European bank exposure to southern countries,…
Gold Can Shine in Uneasy World - Barron's
Gold is starting to regain its luster in the new year, reversing a long string of losses following the U.S. presidential election. The precious metal came under pressure after the election of Donald…
2017 Roundtable, Part 2: Manual for a Mixed-Up Market - Barron's
Gundlach: It yields 4.1%. If you combine PPT and BKLN, you’ll have a 5%-plus yield and little interest-rate risk. Your total return for the year could be as high as 7% or 7.5%. Next, like Felix, I…
When hedge fund managers and capital allocators get together
I recently attended a two day workshop in San Francisco. Here are Notes from Cap Intro West Art of Capital Raising David Kim from Apex partners is a sharp West Point Harvard B school graduate that…
Rising Interest Rates Are a Boon to Precious Metals
Source: Rising Interest Rates Are a Boon to Precious Metals
Bracing for a Cheaper, More Political Sundance | Vanity Fair
With an Al Gore opener and the inauguration falling its first weekend, this year’s Park City festival will be politically charged. But will execs and audiences buy it? Source: Bracing for a Cheaper,…
Sax Angle Partners 4th Quarter Letter
Starting this quarter, we've decided to share our quarterly letters with the public at large. Hope you enjoy this one. Sax Angle Partners, LP 4th Quarter 2016 Partner Letter
World’s 8 Richest Have as Much Wealth as Bottom Half of Global Population - The New York Times
The eight, all men, hold as much money as the 3.6 billion people who make up the world’s poorest half, Oxfam said in a report that highlighted inequality. Source: World’s 8 Richest Have…
Portfolio holdings 1-13-17
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The Trump Aesthetic: how his tastes will change America
The Trump Aesthetic: how his tastes will change America What cultural impact will the incoming president have? Prepare for a mash-up of Sinatra, sports stars and reality TV Source: The Trump…