It is the 22nd of July 2018


George Carlin Was Right

The wisdom of the late George Carlin on display once again...

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Morgan Stanley: Our Conviction Has Only Grown Stronger That "Easy Is Over".

From Morgan Stanley's Matthew Hornbach, Global head of interest rates.

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Hedge Fund CIO: "Americans Voted For Real Change And It’s Coming"

Submitted by Eric Peters, CIO of One River Asset Management

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"World's Most Bearish Hedge Fund" Has An Alternative View On Yuan Weakness, With "Profound Implications"

Like David Einhorn, Horseman Global had a very ugly month, in fact its 6.9% drop in June which dragged YTD performance back into the red (-2.83% YTD), was the worst month for Horseman going back to the end of 2016.

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