February – 2011 – 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

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Monster Rally February 21, 2011
Posted in Portfolio Strategy, Valuation.
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Ring My Bell February 10, 2011
Posted in Policy.
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Tool Time? February 7, 2011
Posted in Security Analysis.
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Asia vs Europe February 3, 2011
Posted in Macro.
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Shorting Congress February 2, 2011
Posted in Policy, Portfolio Strategy.
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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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