November – 2009 – The View from the Blue Ridge

The View from the Blue Ridge

A Naive Attempt to Bring Simplicity and Transparency into the Increasingly Complex World of Global Macro

Categories:

Keeping up with the Gates’ November 27, 2009
Posted in Tech.
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Do I Look Like Mrs. Obama? November 25, 2009
Posted in Letters & Links.
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Preparing for the Second Wave November 24, 2009
Posted in Macro.
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Is Gold strength simply a reflection of Dollar weakness? November 23, 2009
Posted in Gold.
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Blowing Bubbles November 20, 2009
Posted in Emerging Markets.
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Melt up? November 18, 2009
Posted in Policy.
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Less is More November 16, 2009
Posted in Policy.
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Right Said Fed November 5, 2009
Posted in Policy.
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We believe ongoing communication and transparency are two of the strongest pillars underlying the trust and confidence of our investors. We created View from the Blue Ridge to share our thinking with investors more regularly. It is in this spirit that we aim to provide you with more frequent updates on our portfolio strategy and current investment themes, while navigating an increasingly complex capital market landscape.

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