Tag Archives: Bloomberg

Howard Marks, Oaktree Capital

Howard is always worth a listen.  Note the interview took place in October, so a bit dated. We found a true gem from his latest memo, however. This experience produced two of my most important observations: Success in investing doesn’t … Continue reading

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The People’s Republic of The Future

Great watch… When it comes to technology, Shenzhen may well be the most fascinating city in the world. It makes the majority of our electronics. It clones the best technology Silicon Valley has to offer with ease. And, these days, … Continue reading

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Inside China’s High-Tech Dystopia – Bloomberg

In part three of Hello World Shenzhen, Bloomberg Businessweek’s Ashlee Vance heads out into a city where you can’t use cash or credit cards, only your smartphone, where AI facial-recognition software instantly spots and tickets jaywalkers, and where at least … Continue reading

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Investors Look to Earnings Amid Market Confusion

Jan.14 — Bloomberg’s Lisa Abramowicz, Henry Peabody, portfolio manager at Eaton Vance Management, and Noah Weisberger, managing director at Sanford Bernstein, discuss market expectations for quarterly earnings. They speak with Bloomberg’s Jonatan Ferro on “Bloomberg Markets: The Open.” – Bloomberg … Continue reading

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Inside China’s Future Factory

Over the past 40 years, the fishing village of Shenzhen has been reborn as a futuristic metropolis bursting with factories. Bloomberg Businessweek’s Ashlee Vance travels to the heart of China’s tech revolution to witness this new reality firsthand, as part … Continue reading

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Why Communist China Has So Many Billionaires – Bloomberg

By one estimate, China mints a new billionaire every two days, far exceeding the rate of countries like the United States. But how did China remain a nominally Communist state while becoming a hotbed for billionaires-in-the-making? Bloomberg QuickTake explains how … Continue reading

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How Paul Singer Made His Billions – Bloomberg

Aggressive, tenacious and litigious Paul Singer may be the most feared investor in the world — by hedge fund rivals, companies and even countries. This is how he made billions through activist investing. – Bloomberg

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Druckenmiller on Economy & Fed – Bloomberg

Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading

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The Menu Of Quant Trading And Investing Strategies

Excellent synopsis from Bloomberg’s,  Your Guide to the Many Flavors of Quant Investing, of the various quant trading and investment strategies. Factor investing You like Indian food and Thai food, so maybe you like all spicy foods. HOW IT’S DONE: … Continue reading

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Dimon Says Prepare for 4% Yields – Bloomberg

Wow!  It sounds like Jamie read our recent post,  Prepare For Much Higher Long-Term Rates.   Nah, we are just on the same page. He speculates the yield curve will not invert as it did in the last tightening cycle; long-term … Continue reading

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