Month: September 2014

Why Would Bill Gross Go To Janus?

Bill Gross, the most ubiquitous of the big bond guys, left his mothership, PIMCO, to go to work for a competitor in one of the most puzzling career moves ever.  Let’s look at why it makes no sense.

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There’s a HUGE Bubble Right Now! Look Out!

Bubble-spotting is a hobby at Valentine Ventures, and this week, we want to point out one that is massive in dollar terms, wide in scope, and that has ramifications for an entire generation.

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Asset Class Update Part Eight: Bonds

We wrap up our Asset Class Update series this week, looking at bonds and fixed income from several different angles and discussing how the asset class fits within the current investment portfolio strategy at Valentine Ventures.

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