Capital Returns: Investing Through the Capital Cycle

A Money Manager's Reports 2002-15

Ranked #27 in Futures Trading, Ranked #93 in Corporate Finance

We live in an age of serial asset bubbles and spectacular busts. Economists, policymakers, central bankers and most people in the financial world have been blindsided by these busts, while investors have lost trillions.

Economists argue that bubbles can only be spotted after they burst and that market moves are unpredictable. Yet Marathon Asset Management, a London-based investment firm managing over $50 billion of assets has developed a relatively simple method for identifying and potentially avoiding them: follow the money, or rather the trail of investment.

Bubbles...
more

Similar Books

If you like Capital Returns: Investing Through the Capital Cycle, check out these similar top-rated books:


Learn: What makes Shortform summaries the best in the world?