Monthly Archives: July 2016

Sirens blazing

Bloomberg has an incredible story up today about a small hedge fund putting up some crazy figures and a slew of that-doesn’t-smell-right observations about the fund, its accounting, its strategy and its manager. I can’t bring myself to go through each and every one of them, so you should really go read the story: How […]

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What you’re supposed to do

(This is going to be a little off topic. Sorry.) Yesterday I had the pleasure of catching up with the always thoughtful Carl Richards of Behavior Gap/Sketch Guy fame. If you’re not familiar with Carl, well, you should be. Read both of his books, check out his NYT column, enjoy his artwork. Carl is a rare breed. […]

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2Q 2016 Markets in Review

Market Overview Brexit Brexit Brexit Brexit Brexit. Heard enough yet? Yes, on Thursday June 23rd the voters in the UK elected to advise their government to leave the European Union, to the surprised of many. The markets reactive wildly, with big drops in global stocks on Friday and Monday. US stock markets recovered Tuesday and Wednesday, […]

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