CNBC Fast Money Halftime Report November 2, 2016
But still, a very nice performance relative to the markets or the average hedge fund there. Continuing to do well. They, of course, are no fans of zero Interest Rate policies, and they talk about that at some length in this letter as they often do. Recall that last quarter they talked about the biggest bond bubble in history may be where we are now. Now theyre saying the macroenvironment that concerns us the most is accelerating inflation, which is interesting because there have been concerns here about the opposite in the market. This may seem like a strange thing to worry about under the cur...