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The Banking Crisis Enigma
This morning, I received the following inquiry from LeadStories.com about my May 2023 Bloomberg appearance: Hugh, I’m editor in chief of…
THE ECLECTICA FUND - OCTOBER 2003
Investment Manager’s Report: There is nothing better than a good funeral but this market has refused to lie down and die. Last month was the market’s…
The Dollar is on a Tear
The dollar is on a tear, ripping through resistance levels like a tornado through tissue paper.
3:04
1
THE ECLECTICA FUND - SEPTEMBER 2003
Investment Manager’s Report: Stock markets always let me down at this time of year. They go up. There is something about the shortening of the days…
1:08:12
THE ECLECTICA FUND - AUGUST 2003
Investment Manager’s Report: Mr Market has never been well received in the boardrooms of major investment houses. Remember 1999 when Mr Market barged in…
1:26:29
Les Étoiles Vagabondes
Hey Friends, Step off Wall Street's grimy sidewalks and plunge into the wilderness with the ACID Capitalist as your guide on another mind-bending…
1:24:22
Chasing the Dragon
Here’s an excerpt from my memoir from the desperately bleak days before the demise of Lehman Brothers in 2008. It feels eerily appropriate for today…
THE ECLECTICA FUND - JULY 2003
Investment Manager’s Report: Expectations are now high that, thanks to the US government, the world economy can get back to work. Iraq was a takeover…
The Descent of Money
Have the Chinese been too audacious? Is the last decade or so reminiscent of Professor Niall Ferguson's portrayal of Germany's slide into Weimar…
1
THE ECLECTICA FUND - JUNE 2003
Investment Manager’s Report: Putting $350 billion of tax cuts to work, with the Fed lowering interest rates seriatim, is as gentle as throwing Mont…
1:26:52
ACID Capitalist Summer Camp 2024
Sunday August 18 - Friday August 23 at Blanc Bleu in St Barts
1
THE ECLECTICA FUND - MAY 2003
Investment Manager’s Report: Marshallian ‘k’ is back. So what is it? It is the surplus liquidity in the economy, over and above that necessary to fund…
1:25:22
© 2024 Hugh Hendry
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