EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.
Wall Street Journal Best Business Books of 2012
I had inexplicably missed this on Dec 14th, but The Hedge Fund Mirage made it on to this list. Click Here for the article.
Hedge Funds Limp To The Close of a Lousy Decade
The Economist, without doubt my favorite weekly magazine (or newspaper as they refer to themselves) has brought its clear thinking and analytical skills to hedge fund returns. As usual they’ve provided a balanced perspective that includes important points. They note the poor decade hedge funds have had relative to a simple 60/40 stocks/bonds portfolio. They […]
A Recent Interview I Gave on Hedge Funds and Investment Strategy
I gave an interview yesterday to Stansberry Radio discussing hedge funds and our investment strategies. If you’re interested you can find it here.
Holding Stocks Without Screaming
One opinion shared by many investors nowadays is that stocks are risky, and the near term outlook is especially unclear. Today’s Wall Street Journal profiles a financial adviser in Chicago, Jeffrey Smith, who spends much of his time persuading clients that they should remain in equities in order to achieve their long term investment goals. One […]
Hedge Fund Fees Are `Ridiculous'
Well, of course they are! From my Bloomberg interview yesterday.