Macro Investing Masterclass (John Burbank converses with Kyle Bass)

  John Burbank III, founder of Passport Capital, is a well-known macro investor based out of San Francisco. He grew Passport from around $800,000 to an investment firm managing north of $3 billion at its height. He was also one of the few money managers who anticipated the subprime mortgage crisis in 2005 and actually … More Macro Investing Masterclass (John Burbank converses with Kyle Bass)

Lessons from Soros’ Quantum Fund – Part III

In the first and second articles of this 3-part series, we covered the philosophy and the investment principles and strategies of the famous Quantum Fund ran by billionaire investor George Soros. In this third episode, we will cover the management principles of this legendary firm. (I) Be part of a global ‘intelligence network’ One advantage … More Lessons from Soros’ Quantum Fund – Part III

‘The Next Perfect Trade’ – a brilliant book on macro trading!

Continuing my never-ending pursuit of global macro education, I picked up an interesting book last year and was hooked to it immediately, reading it through in just one sitting: It’s a fascinating insight into the process and lens of a successful discretionary macro trader, and the book is available on Amazon for purchase. Alex Gurevich was … More ‘The Next Perfect Trade’ – a brilliant book on macro trading!

Merrill’s Marauders – an inspiration for the retail investor!

Some time back I subscribed to a military history publication from the United States known as ‘Armchair General‘. Being a military history buff (geek), I recall that I would regularly engross myself with the print magazine sent to my house whenever I found the time to. Among the many issues I’ve read, the January 2011 … More Merrill’s Marauders – an inspiration for the retail investor!

Lessons from Soros’ Quantum Fund! Part I

The Quantum Group of Funds is one of the most successful hedge funds in history. Built by uberinvestor George Soros, it was only recently overtaken by Bridgewater Associates according to Institutional Investor. While he has since retired and transformed his firm into a privately-run family office, there is a tremendous amount that active investors can … More Lessons from Soros’ Quantum Fund! Part I

Review of 1st Quarter 2017 & Portfolio Update

While it was a decent 3 months for both broad equity and bond markets, all my trades did not work out as expected and I cut all my initial positions that were initiated in January. Additionally, a couple of my positions that were USD-denominated also saw valuations affected by the slight weakening of the Dollar against … More Review of 1st Quarter 2017 & Portfolio Update