News
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Natural Gas Will Overtake Oil To Become North America's Single Largest Energy Source
September 11, 2018
Natural gas will overtake oil to become North America's 'single largest energy source' this year,...
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THALASSA CAPITAL speaking at the AAII Los Angeles Chapter
June 8, 2017
Davide Accomazzo, CIO of THALASSA CAPITAL, will be presenting to the Los Angeles Chapter of the...
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Market Faith a new book by THALASSA CAPITAL’s CIO Davide Accomazzo
May 23, 2017
“Market Faith: a manual about understanding investments and managing market fear.” As Davide puts it:...
Blog
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A New Merger in IoT Land: Cloudera and Hortonworks
It has been a long time since the last M&A action in our IoT strategy, the type of activity that...
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The Rise (and Fall) of Passive Investing
In the last few years, we have witnessed the fast and furious rise of passive trackers or Exchange Traded...
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MLPs Update
So far 2018 has been an interesting year for the midstream and MLP sector. As the space recovers...
Quarterly Letter
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Third Quarter 2018 Investors Letter
“Good judgment comes from experience, and a lot of that comes from bad judgment.” Will Rogers...
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Second Quarter 2018 Investors Letter
“We cannot solve our problems with the same thinking we used when we created them” Albert Einstein...
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First Quarter 2018 Investors Letter
“Fragility is the quality of things that are vulnerable to volatility.” Nassim Nicholas Taleb...