Skip to content
The latest investment letter here .
The latest investment letter here .
China’s accession to WTO marked more active FX intervention and an acceleration of US manufacturing job losses (NB causation not established).
It probably explains the political drive for this trend .
Source .
If you have ever tried to cancel a subscription you know how hard it can sometimes be.
After 16,000 public comments, the FTC is acting .
This could be a problem for media companies.
During previous instances of soft landing (if there is one) + rate cuts sector returns looked like this.
Source: Apollo.
“Cross-category summary of the average underperformance rates reported for actively managed funds spanning across regions in the first half of 2024 and longer periods, across local equity, international equity and fixed income categories. “
Source: S&P Global .
It has historically paid to deviate from the market as concentration rises.
Source: Schroders .
What really happened at Boeing?
Is increasingly narrow.
Source: KKR .
This chart is a good visual of how long bull markets last compared to bear markets.
Online is now on par with TV in terms of how people in the UK consume news – a significant milestone.
Source .
A remarkable drop in the percentage of uninsured in the US.
However, 26m people are still uninsured.
Source .
Claims debunked in this article include: Organic farms don’t use pesticides, organic food is healthier and better for the environment.
Comprehensive data set on UK startup returns from SyndicateRoom .
It shows that the returns do indeed follow a power law.
Full whitepaper here .
Blue zones are “regions of the globe that supposedly contain lots and lots of extremely old people “.
Hence logically these peculiar geographic regions deserve study.
This article argues – not if you want to learn what extends human life.
Full paper here .
A helpful reminder that charts, a tool used so often in the investing trade, can be misleading.
“There was a great surge in hedge fund launches, but that is over. “
Source .
“Since 2000, the number of professionals working in the field has tripled, with finance companies paying six figures or those at the top of their game. Manicurists, human resources managers, event planners and massage therapists have all proliferated more quickly (according to the Bureau of Labor Statistics) but compliance officers are not far behind. “
Source .
WordPress Cookie Notice by Real Cookie Banner
