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The Fugu Ultimatum In the early fall of 1998, I remember being on a flight to Bermuda from New York. I was upgraded and sat next to a very distinguished looking gentleman. He was going to a conference about re-insurance and I was going to speak at a large hedge fund conference. We hit it off, and began...
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Introduction This week's Outside the Box will be one of the longer ones that have been featured, even despite the current length being approximately half of what it originally was. Now that's no cause for alarm, yet rather a measure of how important I feel this article to be. In his article "How...
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Introduction I am in South Africa as this week's letter is being sent out; so it is with some irony that the letter is focused on a topic that generally concerns only US-based investors, although what the SEC does has an effect on regulatory bodies abroad. This is a letter you may want to forward...
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Introduction This week we will venture into the always hazardous area of making my semi-annual forecast. I make some non-consensus projections as to the economic climate for the next six months, and of course look at Fed policy. We will also quickly review my beginning of the year (2006) forecast and...
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Introduction This week I am in La Jolla for my annual Strategic Investment Conference. It is packed, and of course I am quite busy, so not much time to write my regular e-letter. But a few weeks ago, Rich Smith from The Motley Fool did a fairly wide-ranging interview with me that just came out this week...
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Introduction At precisely what point can we say that there are too many hedge funds? Are too many funds the reason hedge fund returns were down in 2004? What does the answer say about the potential for future returns? And how large might the industry grow in the next ten years? We deal with this and...