3 areas to steer clear of & 1 chart to monitor

The investment landscape is changing for the first time in 8 years. According to the IMF's data, America's economy is operating at if not above capacity (output gap closing), with a relatively tight labour market and leveraging by both corporations and households. A pickup in investment began early last year, as growth accelerated and companies … Continue reading 3 areas to steer clear of & 1 chart to monitor →

New Media Investment Group – a potential turnaround story?

New Media Investment Group (NEWM) is an American company that invests in media services and digital marketing. The company emerged out of bankruptcy in 2014 (formerly GateHouse Media), and is managed by private equity titan Fortress Group. I came across this company while reading one of Macro Ops' letters; a savvy community of global macro investors which I … Continue reading New Media Investment Group – a potential turnaround story? →