Best Hedgies are Born Offside 
Merde I look so young...As I am sure you by now know, I am nothing but a worrier, and a bit younger somewhere in another universe far, far away. Anyway, if you listen to the podcast, and not many do 😂 buzzsprout.com/1017043/9888382
You'll be left short handed this week because I omit a very important quote. Let me make good on this omission, you see, I have a soul mate in the prolific but often misunderstood Italian soccer player Pippo Inzaghi, the second highest scorer in all European club competitions.
Alex Ferguson claimed "he was born offside" such was his ability to be precariously found just on the edge (of reason)...no finer distinction and from no greater source...in today's VAR world I fear his goals might have been chalked off. The diff perhaps btw bull & bear mkts?
For goals scored in the Champions' League he stands behind only Ronaldo, Messi, Lewandowski, Raúl and Benzema. LEGEND. In my 2012 investment letter, I quoted him saying “the tension is always the same...I hoped to become less agitated with time, but this is also my strength”.
I suspect he would have made a fine macro manager.
@writes_sweeney continues his investment education by watching HBO's Succession. Are hedge funds petty or the Guardian Dogs of Capitalism? I favour the latter and respond in a typical Ayn Rand manner. Never apologise for the wealth created by your intellectual graft, never...
The investment discussion goes back to 1979-82 and 2005 to ask how long for the bull market in the US Treasury market? I accept that bond yields will rise over the next 40 years, whippety do! But I warn that nascent bulls protect their latent bounty of profit with enormous moats
So investors seeking to capture profit from a bear market in Ts better beware. Adopt paradoxical investment techniques to capture the upside. I explain in this week's show. And somewhere in the mix we discuss African jeep safari research trips and the prejudice of the present.
Tyson v.s Hendry and landing on St Barts
How good are the present crop of hedge fund managers?
The Guard Dogs of Capitalism
Principles before Profits?
Eclectica Report October 2005
Code Red in the US Treasury Market
Book Club
African Research Adventure with Reinhardt & Rogoff
How good are the present crop of hedge fund managers?
The Guard Dogs of Capitalism
Principles before Profits?
Eclectica Report October 2005
Code Red in the US Treasury Market
Book Club
African Research Adventure with Reinhardt & Rogoff
Tune-in or be square...
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