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Portfolio Management

Is Private Equity A Wolf In Sheep’s Clothing?

In July 2007, just before the financial crisis erupted, Citigroup CEO Chuck Prince summed up Wall Street’s dangerous exuberance: โ€œWhen the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve […]

China’s Economic Demise And Its Impact On The U.S.

Few are as candid and historically accurate as hedge fund manager Kyle Bass when identifying structural breaks in the global economy. In a recent interview, Bass painted a grim but telling picture of China’s economic condition, warning: โ€œWe are witnessing […]

The Fed’s “Transitory” Mistake Is Affecting Its Outlook

In 2023 and 2024, the Fed was under intense public and media scrutiny for calling the post-pandemic surge in inflation โ€œtransitory.โ€ Critics argued that the Fed’s failure to anticipate the persistence and severity of rising prices undermined its credibility. Yet, […]

The Dollar’s Death Is Greatly Exaggerated

The narrative surrounding the “dollar’s death” as the world’s reserve currency has been on the rise recently. However, this happens whenever the dollar declines relative to other currencies. We previously wrote about the false claims of the “dollar’s death” in […]

The Deficit Narrative May Find Its Cure In Artificial Intelligence

Lately, the “deficit narrative” has dominated much of the financial media, particularly those channels that are continual “purveyors of doom.” In this post, we will discuss the “deficit narrative,” the likely outcomes, and why the cure for the deficit may […]

Ray Dalio Is Predicting A Financial Crisis…Again.

Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying to stay relevant by claiming the “deficit has become critical.” ” โ€œItโ€™s like … Iโ€™m a doctor, and Iโ€™m looking at the patient, and Iโ€™ve said, youโ€™re […]

Employment Data Confirms Economy Is Slowing

While coming in much stronger than expected, the latest employment data confirmed what we already suspected: the economy is slowing. The reason the employment data is so important is that without employment growth, the economy stalls. It takes, on average, […]

The Awards You Never Get When Investing

In investing, success is often judged by numbersโ€”returns on investment, percentage gains, and the ability to outperform benchmarks like the S&P 500. However, some investors frequently pursue a peculiar set of “awards” without realizing the pitfalls they embody. These unspoken goals, while […]

Inflation Risk Is Subsiding Rapidly

Inflation risk has been a significant topic of discussion in the mainstream media for the last few years. Such is unsurprising given that inflation spiked following the pandemic in 2020 as consumer spending (demand) was shot into overdrive from stimulus […]