1987?

Posted on Saturday, April 29th, 2017

Most investors are primarily oriented toward return, how much they can make and pay little attention to risk, how much they can lose.” — Seth Klarman Every week I read Steve Blumenthal’s from CMG Capital Management’s letter On My Radar . It is an excellent source of insights and research that Steve’s puts out every… read more.

Behind Closed Doors

Posted on Saturday, April 22nd, 2017

Known for being press shy, unlike some hedge fund managers, Paul Tudor Jones broke onto the trading scene with a splash by calling the 1987 stock market crash just days before it happened. So it was big news this week when it was revealed that Paul Tudor Jones, at a closed door meeting this week… read more.

WW III

Posted on Saturday, April 15th, 2017

We felt in recent months that there were too many people on the one side of the boat. That “side of the boat” was investors heavily shorting US Treasuries are they prepared for the Federal Reserve to raise rates three times this year. When everyone thinks something will happen you can almost guarantee that something… read more.