This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Monday, August 18, 2014
John Burbank of Passport Capital on Bloomberg
John Burbank the founder and portfolio manager of Passport Capital was recently on Bloomberg TV sharing his thoughts on the market and how he thinks there could be another 1987 type crash.
Enjoy:
Wednesday, August 13, 2014
Pershing Square Capital Q2 2014 Letter to Investors
Pershing Square Capital is out with their Q2 letter to investors. They have had quire the year, and soon you can participate too as Bill Ackman is taking public his hedge fund. Read on to learn more:
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