Tuesday, July 05, 2022

Seth Klarman Describes His Approach In Rare Harvard Interview

Seth Klarman Describes His Approach In Rare Harvard Interview

In a rare interview with Harvard Business School that was published online earlier this month, (it has since been taken down) value investor Seth Klarman spoke at length about his investment process, philosophy and the changes value investors have had to overcome during the past decade. Klarman's hedge fund, the Boston-based Baupost has one of […] Read More

Jeffrey Gundlach: Growth vs Value Has Had An 'Outrageous' Reversal

During his recent webcast, Jeffrey Gundach discussed the 'outrageous' reversal of growth vs value. Here's an excerpt from the webcast: Q1 2022 hedge fund letters, conferences and more Read More

The US Is Depleting Its Strategic Petroleum Reserve Faster Than It Looks

The US has become the world's oil barrel of last resort, single handedly keeping prices in the energy market from exploding even higher by selling a large chunk of its Strategic Petroleum Reserve. Washington can't use the reserve forever: it's a finite stockpile fighting a potentially unlimited flow shortage. More worryingly, the US is depleting […] Read More

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