Tag: Seth Klarman

Market Moves August 10, 2020

Seth Klarman’s Diagnosis for the Market Rally: Virus-Prompted Impatience

Investors, cooped up and eager for normality’s return, are mistakenly bidding up share prices, he contends—and it won’t end well.

Coronavirus - COVID-19 July 31, 2020

Maybe, Just Maybe, the Virus Woes Have Peaked

Commonwealth’s McMillan sees encouraging pandemic data, and thinks the recovery can continue.

Market Moves January 15, 2019

Seth Klarman Outfoxes Wildfires with Canny Insurance Bet on Utility

Billionaire hedge fund operator offsets equity stake in woebegone PG&E with purchase of liability claims against it.