Sandara Park: Seth Klarman On The Fed, Crypto And Gold

Seth Klarman On The Fed, Crypto And Gold

Earlier this year, Seth Klarman took part in a rare interview with Harvard Business School, which was later uploaded to YouTube (it has since been deleted). In the wide-ranging interview, the value investor discussed numerous topics, including how he goes about finding undervalued investments and why investors have to think differently to outperform. […] Read More

These Were The Five Best And Worst Performing Mega-Cap Stocks In Q2 2022

Economic uncertainty pushed investors to adopt a defensive strategy in Q2 2022. Only a few stocks were able to post positive returns last quarter, while a large number of stocks witnessed a big drop, including many mega-cap stocks. Such a drop presents a good opportunity for investors to initiate fresh positions in such stocks. Let's […] Read More

The US Economy Is Headed for a Hard Landing

If you're still holding out hope that the Federal Reserve will be able to engineer a soft landing in the US economy, abandon it. A recession is inevitable within the next 12 to 18 months. Read More

Richard Thaler: There's No Evidence To Suggest We Learn From Past Mistakes

In his recent interview with Morningstar, Richard Thaler says there doesn't seem to be any evidence to suggest that we learn from past mistakes. Here's an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more Read More