Lee Ainslie's Maverick Capital had its second-worst quarter ever during the first three months of the year, losing 22.9%, compared to the S&P 500's -4.6% return and the MS... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Q1 2022 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, what their... Read More
The U.S. Federal Reserve is treading carefully with raising rates amid the widespread economic, macro and geopolitical uncertainties sweeping around the world. The Fed raised its target level as... Read More
Preferred stock has been around for more than 150 years. One study suggests that the first shares of preferred stock were issued in 1836 by internal improvement companies in... Read More
Steve here. You wouldn’t wear a coat in the dead of summer, would you? The same goes for trading. Why would you go long in a market dominated by a... Read More
May the Fourth is a special day for Star Wars fans to unite worldwide and celebrate the franchise’s movies, series, video games, comics, and all other aspects of the... Read More
There’s a slow-motion train wreck unfolding for U.S. consumers. Inflation is on the rise — and is now hitting a four-decade high. If consumers aren’t yet feeling the full effects, they... Read More
Value investors have been enjoying a recovery of value strategies, but one fund manager says that won't last long. At the Morningstar Investment Conference on Monday, Michael Grant, co-CIO... Read More
As equity long/short hedge funds have struggled this year, managed futures funds have been able to capitalize on market volatility and generate some of the best returns in the... Read More
Numerous news headlines have trumpeted major concerns about inflation, which has been at 40-year highs. But how should investors handle inflation as it pertains to their portfolios? At the... Read More
Headline: An Obsessive Investor Focus…Naturally. ************************************** The Short Answer To The Title’s Question = When EXPECTATIONS For U.S. Interest Rate Increases + Federal Reserve Balance Sheet “Run-Off” PEAK. Because Higher Rates + Balance... Read More
Here is our quarterly 13F roundup for high-profile hedge funds. The data is based on filings covering the quarter to the end of March 2022. These statements only provide a... Read More
As other hedge funds have reported double-digit declines for the first quarter of 2022, Southpoint Capital Advisors appears to be bucking the trend. According to a copy of the firm's... Read More
In his recent interview with Yahoo Finance, Tom Russo discussed Warren Buffett’s number one strength. Here’s an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more Russo: It’s been amazing.... Read More
“Davidson” submits: The Baker Hughes Rig Count rises by 3 oil rigs leaving the level of gas rigs unchanged. With crude and refined inventories continuing to decline and $WTI holding above $100/BBL... Read More
Maverick Capital's flagship hedge fund lost -22.9% in the first quarter of 2022 according to a copy of the firm's quarterly update, which ValueWalk has been able to review.... Read More
“Davidson” submits: There are multiple consensus relationships which have become embedded mechanically as part of algorithmic trading. The relationships of oil prices to other economic trends are a part of... Read More
As inflation is something that we haven’t seen for a few decades, I am still trying to get my head around this trying to understand how this could influence... Read More
Hedge funds are bleeding red ink, but there is one firm that continues to hold its head above water. Old West Investment Management, which offers both separately managed accounts and... Read More
I want to give an update to one of the major concepts of Ben Graham, in order to make it fit the modern era better. Ben Graham said: “In the... Read More
Sometimes I’m asked to recommend economics books for people. This is hardly a chore, because recommending books is one of my favorite things to do. Mike Rowe will tell you... Read More
Odey's Special Situations Fund declined 3.1% for April, bringing its year-to-date performance to -0.16%. The fund's benchmark, the MSCI World USD Index, was down 8.31% for April, bringing its... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Tesla On Path To Dominate S&P... Read More
In his recent Oxford Lecture, Jeremy Grantham illustrates the trouble with capitalism using his story of the devil and the farmer. Here’s an excerpt from the lecture: Q1 2022 hedge fund... Read More
