No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →His commentary came out 1.5 weeks ago and I’ve just gotten around to reading it properly. Here are two passages worth your time and a link to the rest of it. The market usually begins to buckle when the Federal Reserve is aggressively tightening. We know that the new Fed Chairman Jerome Powell wants to […]
Read More →And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]
Read More →It’s monthly/quarterly paper time from all the major asset managers and Byron Wein of Blackstone should be on anyone’s reading list. In his latest “The Smartest Man in Europe” there are several interesting discussion points ranging from a new industrial revolution to Europe’s political weakness to viewpoints on specific emerging countries, all in all a […]
Read More →Byron Wein of Blackstone has just released his latest monthly letter and as usual its good reading, he covers the markets, the US, Japan and China, see below for a snippet and a link to the letter. Everyone had made money in the stock market in 2013, although few had done as well as the […]
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