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GRANT: LASTING INFLUENCE
LASTING INFLUENCE
Jim Grant is not only a financial thought leader, with his erudite, insightful and entertaining newsletter, Grant’s Interest Rate Observer, he is also a highly regarded and prolific financial historian who has penned several biographies, John Adams’ and Bernard Baruch’s among them. His latest subject, while less known, was one of the most influential financial and political journalists of the nineteenth century and still holds sway among economists because he authored the doctrine of central bank intervention.
DE VAULX: EXTREME DISRUPTION
EXTREME DISRUPTION
International Value Advisers’ is holding nearly 40% of its portfolios in cash. Why are they taking such an extreme position in both their IVA Worldwide and IVA International Funds? Portfolio manager Charles de Vaulx says in his more than 30 year investment career he has never seen so much disruption in so many industries.
HYMAN & MCLENNAN: VORACIOUS READERS’ FAVORITE BOOKS
VORACIOUS READERS’ FAVORITE BOOKS
ED HYMAN
MATTHEW MCLENNAN
BERNSTEIN: EVERYDAY INSIGHTS MAKE A DIFFERENCE
EVERYDAY INSIGHTS MAKE A DIFFERENCE
Richard Bernstein is known as a big thinker. He was ranked the number one analyst in several categories including Portfolio Strategy and Quantitative Research for multiple years before making the switch to managing money and mutual funds at his own firm in 2009. With all of the data available to him, what does he pay attention to? Sometimes it’s the everyday things that can make a difference.
TRAHAN: INVESTMENT MYSTERY
INVESTMENT MYSTERY
When Cornerstone Macro’s Francois Trahan was inducted into the Institutional Investor All-America Research Team Hall of Fame this year for being ranked Wall Street’s number one portfolio strategist for ten of the last eleven years by institutional investors, he told the magazine “if I could have done it again, I would have wanted to know more about history and psychology- behavioral finance.” We asked him about one of investing’s great mysteries.
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