Insights

We are always searching for interesting insights

The following pieces reflect thoughts and perspectives that we found to be insightful.

Jericho Capital

Jericho Capital, 1Q 2020 Quarterly Review and Outlook, Excerpt

The first three months of 2020 presented difficulties that were unlike any other, and though we were relieved to have navigated the volatility as we did, it gave us little comfort knowing the tremendous and indiscriminate toll COVID-19 had taken, and will continue to take, on people the world over....

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Drake Capital Advisors

Bristol Gold Group, Moral Hazard, July 2020

In our March report, we outlined the breadth and depth of the early-2020 financial-market collapse and detailed the unprecedented scope of U.S. monetary and fiscal policy response. In our April report, we examined performance and prospects for gold equities. In this report, we present our perspectiv...

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