December 24, 2021 – Over the past year, we recorded 75 shows for the Absolute Return Podcast. In a new holiday tradition, here is a list of our top 10 favourite CEO discussions on the podcast: (more…)
Mike KessleringDecember 24, 2021
December 14, 2021 - Short selling of stocks was extremely challenging in 2019 and 2020. Historically, overvalued shares of unprofitable companies dramatically underperformed the market. However, over the previous two years, this market dogma flipped - the more a stock was overvalued, and the more money a…
Mike KessleringDecember 14, 2021
November 11, 2021 - U.S. inflation hit 6.2% in October compared with a year earlier. The consumer price index was up 0.9% last month, meaning that the purchasing power of a U.S. dollar is losing nearly -1% every 30 days. Unfortunately, the Canadian dollar is not doing much…
Nouha EzzineNovember 11, 2021
October 14, 2021 - In the 1990's, the default investor portfolio included a significant allocation to a star fund manager's equity mutual funds. The typical investor portfolio included allocations to Fidelity's Magellan Fund and Vanguard's Windsor Fund. Asset allocation has changed dramatically since the heyday…
Mike KessleringOctober 14, 2021
September 13, 2021 - With the continued economic recovery, a reduction in central banks' monetary stimulus remains top of mind for investors. (more…)
Mike KessleringSeptember 13, 2021
August 31, 2021 - Traditionally, investors have pondered three major considerations when allocating capital. What is the expected return? (more…)
Nouha EzzineAugust 31, 2021
August 16, 2021 - The dog days of summer have brought calm to the markets, concealing an underbelly full of action and excitement. (more…)
Nouha EzzineAugust 16, 2021
July 13, 2021 - One of the most common questions I hear these days is, "How can I generate yield for clients?" With short-term T-Bills yielding 0.05% and 2-year Treasurys yielding just 0.25%, I am not surprised to hear this question often. What does surprise me…
Nouha EzzineJuly 13, 2021
June 14, 2021 - As a hedge fund manager and market prognosticator, our predictions often turn out wrong. It is a very humbling profession. I stated on the February 22nd episode of our Absolute Return Podcast, "Yeah, and this really just concludes the whole GameStop saga. continue…
Mike KessleringJune 14, 2021
June 1, 2021 - In their younger years, Berkshire Hathaway’s Warren Buffett and Charlie Munger were both aggressive hedge fund managers, with each running an investment partnership on behalf of wealthy clients. Warren and Charlie, Hedge Fund Pioneers Buffett launched his hedge fund, Buffett Partnership Ltd.,…
Mike KessleringJune 1, 2021
