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Japanese Women Face a Future of Poverty

(Bloomberg) — At first glance, things seem to be getting better for Japanese women. In an economy that’s historically lagged other developed nations when it comes to female workforce participation, a record 71% are now employed, an 11 point leap over a decade ago.The Japanese government boasts one of the most generous parental leave laws in the world and recently created a “limited full-time worker” category aimed primarily at mothers looking to balance job and family. And one of the most important needs for working families—child daycare—is slowly being expanded.But even with these advantages, Japanese women—whether single or married, full-time …read more […]

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A Dirty Little Secret About Bond Funds

In a way, in becoming The Oxford Club’s Bond Strategist I feel like a prosecutor who’s decided to switch sides and become a defense attorney.
As I mentioned in my last piece, I managed a $160 million (assets under management) taxable bond fund for a bank early in my career.
It was my first job out of the Navy. I joined a bank in Cincinnati, Ohio, which at the time was known for its ability to churn out spectacular earnings growth – and by extension, stock price growth.
The bank hired veterans in large part because it demanded a lot from its employees …read more […]

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International Paper Company (IP) vs. Hedge Fund Favorites in 2019

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]

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How Did Kellogg Company (K) Compare Against Hedge Fund Darlings in 2019?

Hedge funds are known to underperform the bull markets but that’s not because they are bad at investing. Truth be told, most hedge fund managers and other smaller players within this industry are very smart and skilled investors. Of course, they may also make wrong bets in some instances, but no one knows what the […] …read more […]

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Kohl’s Corporation (KSS) vs. Hedge Fund Favorites in 2019

Hedge funds are known to underperform the bull markets but that’s not because they are bad at investing. Truth be told, most hedge fund managers and other smaller players within this industry are very smart and skilled investors. Of course, they may also make wrong bets in some instances, but no one knows what the […] …read more […]

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How Did LHC Group, Inc. (LHCG) Compare Against Hedge Fund Darlings in 2019?

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]