Private Equity Style Returns From Japanese Value Stocks?

Private Equity Style Returns in Japanese Value Stocks? Nick Schmitz and Dan Rasmussen’s Verdad Capital Management is not your typical value fund. The firm uses a leveraged investment strategy based on the research conducted by Dan Rasmussen and his research partner Brian Chingono, which has been described as ‘the key to private equity.’ Amazingly, across the… Please follow and like us:

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Trump Fatigue: What Is Left Of The Trump Trade?

“The most radical revolutionary will become a conservative the day after the revolution.” H. Arendt, The New Yorker, September12, 1970 In his inaugural speech, D. Trump promised an era of radical change, and the first few weeks of his administration were inspired by a revolutionary (and chaotic) vision of the United States’ role, interests, and priorities.… Please follow and like us:

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Trading Diary: A fine line between investing profit and loss

WASHINGTON, February 27, 2017 – We read a stock market analyst’s comment on the CNBC web site today that made us nervous: “‘We have transitioned from an interest-rates driven bull market to an earnings-driven bull market. That’s the main story,’ said Jeffrey Saut, chief investment strategist at Raymond James. ‘I think we’ve got another six, seven… Please follow and like us:

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