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Predictable Surprises
Predictable Surprises

The way we see it is quite simple.  With every investor and every company in the world seeking exposure to China and betting...

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June 30, 2011
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Euro Tarp

Risk taking is back with a vengeance this morning after a spectacular bailout of the Eurozone was announced prior to markets opening in...

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May 10, 2010
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Debauch the Currency
Debauch the Currency

Lord John Maynard Keynes once warned that, “The best way to destroy the capitalist system is to debauch the currency.”  It would appear...

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March 1, 2010
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Me Still Love You Yuan Time
Me Still Love You Yuan Time

China recently raised the Reserve Requirement Ratio by 50 bps to 16.5% for its domestic banks.  This is the second hike in the...

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February 15, 2010
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Steak for Stock

We are speechless.  ...

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February 8, 2010
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Me Love You Yuan Time

In a recent Investment Outlook, Bill Gross suggested that China may abandon its dollar peg within six months’ time.  While we are not...

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December 7, 2009
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About Broyhill
We are a boutique investment firm, established as a family office and guided by a disciplined value orientation. Located in the foothills of the Blue Ridge Mountains, we operate outside of the fray and invest with a rational, objective, long-term perspective.
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