April – 2010 – 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:

Remain Calm April 30, 2010
Posted in Macro.
No comments
A Lick And A Promise April 29, 2010
Posted in Security Analysis.
No comments
The Forgotten Lessons of 2008 April 26, 2010
Posted in Macro, Portfolio Strategy.
No comments
America’s Back! April 23, 2010
Posted in Portfolio Strategy.
No comments
Flight Cancellation Swaps April 23, 2010
Posted in Policy.
No comments
Greece: Short-Term Fix, But… April 23, 2010
Posted in Macro.
No comments
Goldman Sacked April 19, 2010
Posted in Macro.
No comments
Blockbuster Goes to Hollywood? April 16, 2010
Posted in Security Analysis.
2 comments
Being Ignorant April 6, 2010
Posted in Policy.
1 comment
A Cautionary Fable April 2, 2010
Posted in Emerging Markets.
1 comment

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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