TGSF Advisors
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TGSF Advisors
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Don’t be satisfied with stories, how things have gone with others. Unfold your own myth.
Rumi
TGSF Advisors
Contents
INTRODUCTION 4Theme 1
WINTER OF OUR DISCONTENT
5Theme 2
BUBBLE IN SAFETY
12Theme 3
LORDS OF FINANCE
21Theme 4
SUPER SAD TRUE LOVE STORY
26Theme 5
MRS. WATANABE
32Theme 6
RICHISTAN
45Theme 7
DEVIL TAKE THE HINDMOST
51Theme 8
SUPERMONEY
56Theme 9
THE RICHEST MAN IN BABYLON
69Theme 10
WHEN MONEY DIES
76APPENDIX
THE FUND
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- Chanos Wine Country Conference
- Hussman Wine Country Conference
- Dylan Grice - Japan
- IceCap Asset Management Limited Global Markets 2013.3
- QBAMCO - Imperial Constraint
- Gundlach the Big Easy Slides_FINAL
- Bain Brief 8macrotrends
- Howard Marks
- Koo Ineffectiveness Monetary Expansion
- Richard Koo Quantitative and Qualitative Easing 2013 04 16
- TRMS2final
- 6-27-13 JEG Market Update
- BCG Back to Mesopotamia
- 2013yearinreview-30
- Kyle Bass
- TTMYGH 3.18
- In GOLD We TRUST 2013 - Incrementum Extended Version
- CS 2013 Outlook
- 2013 Whos Next in Line
- gundlach prez 2013
- HindeSight Investor Letter June 2013 - Top of the BoPs
- The Federal Reserve Dont Let It Be Misunderstood
- Too Different for Comfort
- Hayman June 2013.
- Howard Marks - Investing in Uncertain Times
- The Central Bank Revolution I
- Things that make you go hmmm...Grant Williams, June 24, 2013. "Call my bluff".
- TTMYGH_20130716
- The Absolute Return Letter 0613
- Fusion Research - Equity Market Review for April 29th 2013 (2)
- 2021.12.08 - California Values Act
- 2021.12.08 - Life Exp.
- Silver Rigging 2
- Silver Rigging 1
- NoRecovery FINAL 120516
- 2017 Outrageous Predictions
- 2021.12.07 - Assange
- N00023864_2016_Pres
- Edgar Welch Criminal Complaint Comet Ping Pong
- 2021.12.05 - PV Letter
- 161204 Jam Washington Post Fake News
- Gonzalez vs Twitter
- Coinbase Order
- Caterpillar Presentation at Credit Suisse Investor Conference 2016
- WikiLeaks Response v5 2
- WikiLeaks Response v5
- 2021.11.29 - Federal Fumbles
- Theranos Lawsuit
- 2021.11.25 - JS
- Nov 2016 FOMC Minutes
- 2021.11.23 - SNAP
- 2021.11.22 - Overtime Rule 2
- Fasanara Capital Investment Outlook November 21st 2016
- 2021.11.19 - TX vs. US
- Yellen Testimony Nov 2016
