Do you know Seth Klarman? Klarman is founder of Baupost Group and is widely considered to be one of the greatest value investors in history. In 30+ years from 1982 to 2015, he only had three
The single biggest trend for the next year or so will be the collapse of the $USD. The fact is that the Fed will be forced to walk back its hawkishness. Indeed, this process has already begun
Very few investors caught on to it, but a few weeks ago the Fed made its single largest announcement in eight years. First let me provide some context. For eight years now, the Fed has propped up
The credit cycle is turning for the worse. Delinquency rates are creeping up in the consumer loan and commercial/industrial loan space. This is a clear signal that both the consumer and the
Remember the 2007 Bubble? Remember how everyone said that it really wasn’t that big of a bubble because stocks weren’t as expensive as they had been during the previous bubble (the Tech Bubble).
The Fed keeps ringing bells to signal the top, but the markets aren’t listening. Janet Yellen is set to present the Fed’s Monetary Report to Congress this week. Her remarks have already been