Category Archives: Macro

Brexit: in for a penny out for a pound

How did you react to the Brexit-inspired selloff in the markets? Let’s face it, the UK never had an “in for a penny in for a pound” approach towards the EU. Now, it is out in the open. Following the referendum, a new chapter is beginning for the European Union and the UK, an interesting one I… Read More »

Vale: matter of time

Why am I fighting to live, if I’m just living to fight? Why am I trying to see, when there ain’t nothing in sight? Why am I dying to live, if I’m just living to die? [Tupac Shakur — Runnin’] Earlier today, Vale–which was discussed on this blog and on Eden Alpha‘s letters many times–made… Read More »

2015: when heroes fall from grace

The year is coming close to an end and one of the emerging themes of this year is the many blow-ups that fund managers experienced in the face of a market that is broadly flat year-to-date. Usually, those blow-ups happen at times of turmoil, panic and bear markets. To use Buffett’s lingo, it usually happens… Read More »

Eden’s Perspective

From time to time I’m being asked about my approach to investing or for my comment about an investment-related topic. At Eden, we already wrote about many such topics in our letters to investors and I thought it would be a good idea to collate these writings into one post so here goes: Eden is a… Read More »

Berkshire Weekend: business and pleasure

“I was pretty obnoxious when I was young. The only way I got people to like me was by getting rich and giving a lot of donations” — Charlie Munger, Berkshire AGM, 2015. Charlie was at his best, Warren was sharp and tens of thousands of people flocked to Omaha to see this amazing duo… Read More »

In His Memory: Lee Kuan Yew

It is most likely that many of you already heard the sad news about the passing away or Mr. Lee Kuan Yew–the founding father of Singapore. Having lived in Singapore for the good part of the past seven years, I feel I should write a few words about this legendary leader. Low crime? check. Great… Read More »

“Put the Money in the Window” — Stress Test, Book Review

Sometimes we read press releases made by the Fed or by the Treasury and we have no clue what really stands behind these often convoluted statements. After reading Tim Geithner’s book, you will know how to read into these statements much better and that’s alone is a good enough reason to pick up the book and read… Read More »