Latest published articles

EMFX Event Guide: Interventions, Emergency Hikes, IMF Packages, and Elections

EM policymakers really, really care about their exchange rates. Way more than developed market policymakers do. And for good reason. FX matters more for inflation in emerging markets. There’s way more USD-denominated debt floating around. And politically, a collapsing currency is basically a death sentence for the sitting government. The FX rate is the most visible report card for whether the government is doing a good job.

Magellan's Later Years: Peter Lynch's Adventures at Scale

Book: Beating the Street by Peter Lynch with John Rothchild | ISBN: 978-0-671-75915-5

By mid-1983, Lynch owned 450 stocks. By fall, that number had doubled to 900. He had to be ready to tell 900 different stories to his colleagues in 90 seconds or less. Which meant he actually had to know all 900 stories.

The Hedge Fund Book Introduction - What You Need to Know First

The introduction of The Hedge Fund Book starts with a pretty bold question. What if you could sit down with 30 hedge fund veterans and just ask them everything? What if someone spent over $80,000 hiring professionals with 7 to 30 years of experience to share their best advice?