NEWSLETTER SAMPLER Interested in sampling paid newsletter services? Check out  Name: Kuppy’s Event-Driven Monitor Frequency: Weekly Audience: Professional investors & HNW individuals Model: Paid (4-week free trial with FULL access to archives) Author(s): Harris Kupperman and the KEDM Analyst Team Topics: Primarily corporate […]

“Just about every time you go against panic, you will be right if you can stick it out.” – Jim Rogers RESEARCH GMO – Investing for Retirement III: Understanding and Dealing With Sequence Risk (15 pages) GMO addressing sequence risk and a […]

“Risk is the permanent loss of capital, never a number.” – James Montier RESEARCH Bridgewater – Europe’s Stagflation is Different in Kind and Much Harder to Remedy (12 pages) Bridgewater discusses Europe’s energy situation, inflation, and some of the policy challenges ahead. […]

“The definition of a true partner is someone who shares your level of risk.” –  Sam Zell RESEARCH O’Shaughnessy Asset Management – Why Fundamentals Matter (9 pages) OSAM on multiple expansion, speculation, and the importance of fundamentals. Book Recommendations Kyle Bass (CIO, Hayman […]

“To be an investor is to live constantly at the intersection of story and uncertainty.” –  Daniel S. Loeb RESEARCH 3Fourteen Research – Dipping a Toe in the Water (13 pages) This piece follows up on what we shared from 3Fourteen Research […]

“Risk is what’s left over when you think you’ve thought of everything.” –  Morgan Housel RESEARCH Research Affiliates – Insights into the Inflation Print (10 minutes) Campbell Harvey digs into the July inflation print, provides some context to the numbers, and […]

“Never take financial advice from someone who has to work for a living.” –  Nassim Taleb RESEARCH Man Institute – The Road Ahead: Riddles in the Dark (7 pages) Man Group with a study on 60/40 portfolio returns and, among other observations, […]

“Risk is what’s left over when you think you’ve thought of everything.” –  Morgan Housel RESEARCH Sonnenfeld et al. – Business Retreats and Sanctions Are Crippling the Russian Economy (118 pages) One of the first academic papers with an analysis of Russia’s […]

“There is nothing so unstable as a stabilized price level.” –  Jim Grant RESEARCH DoubleLine – Finding a Bottom in Equities (9 pages) DoubleLine’s Macro Asset Allocation Team covers drawdowns, bear markets, and some thoughts on potential paths forward for equities. AngelList […]

“With every investment we become richer or wiser, never both.” – Bill Duhamel RESEARCH Robeco – Investing in Deflation, Inflation, and Stagflation Regimes (38 pages) A look at performance and factors across inflation regimes going back to 1875. Source: Robeco KKR – […]

“In bear markets, stocks return to their rightful owners.” – J.P. Morgan RESEARCH AQR – The Stock/Bond Correlation (18 pages) Historical perspective on the stock/bond correlation, and what the implications of a change in that relationship might mean. J.P. Morgan – […]

“The inside of the stock market is the best economist I know, and which I’ve used every cycle when I have invested.” – Stanley Druckenmiller RESEARCH Totem Macro – Wealth Preservation (13 pages) Whitney Baker’s April research piece focuses on the big picture […]

“I’d compare stock pickers to astrologers but I don’t want to bad mouth astrologers.” – Eugene Fama RESEARCH Clocktower Group – False Narratives Will Cost You Money (29 pages) Market narratives, inflation, the dollar rally, and why Paul Volcker is a […]

“Conventional wisdom results in conventional returns.” – Mario Gabelli RESEARCH SSGA – PriceStats Analysis: From Bad to Worse (4 pages) State Street on inflation, the ECB’s dilemma, and the differential between fuel price and consumer food price inflation in emerging markets. […]