by Rupert Hargreaves | Nov 19, 2017 | Premium members
U.S. stocks posted their first 2-week losing streak as the Treasury yield curve flattened further, raising concerns about economic growth while worries about tax reform percolated. The dollar dropped as the yen and gold gained. The spread between two- and 10-year...
by Rupert Hargreaves | Nov 1, 2017 | Free
Dear Subscribers, As you may have noticed, over the past few weeks we've had some issues with the signup process and user emails. This issue was caused by a problem with our hosts, but we're pleased to announce that this issue is now resolved. As a token of our...
by admin | Nov 1, 2017 | Premium members
Excerpt from the Stanphyl Capital letter to investors for the month of October 2017 discussing their long positions in two micro-cap plays. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds we have profiled with...