Just wanted to share this great read from Peter Thiel's global macro hedge fund Clarium Capital. Their latest investor letter is entitled 'The Wonderful Wizard of Oz' where they lay out some interesting market commentary. If you've missed it in the past, we've covered Clarium's equity portfolio as well as their detailed performance breakdown from February 2009. Enjoy:
(Email & RSS readers may need to come to the blog to view the slidedeck)
Tuesday, April 21, 2009
Peter Thiel's Clarium Capital: Investor Letter (Market Commentary)
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