This page was just created on January 1st 2019 it will be updated a LOT for the next 90 plus days! However, we already have a lot of coverage especially of conferences for Q4 as of today 1/1/19!! As a reference in Q3 18 i updated the page about 155 [...]
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q4 hedge fund letters, conference, scoops etc mpewny / Pixabay You can sign up on our mailing list to get the latest updates when it goes out every week.Investing for [...]
On October 31, 1517, an obscure German theology professor put the finishing touches on a paper he had written about the current state of the Catholic Church, and sent it off to Archbishop Albert of Brandenberg for review. Q4 hedge fund letters, conference, scoops etc Free-Photos / Pixabay The professor’s letter was [...]
ETFGI reports assets invested in US listed ETFs and ETPs rise to 3.63 trillion US dollars at the end of January 2019 Q4 hedge fund letters, conference, scoops etc LONDON — February 20, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today [...]
Interview with Glenn Hubbard and Joseph Stiglitz from the Graham & Doddsville Winter 2019 Issue. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Glenn Hubbard was named dean of Columbia Business School on July 1, 2004 and has been a Columbia faculty member since 1988. He received his B.A. and B.S. [...]
Volatility Lessons Q4 hedge fund letters, conference, scoops etcEugene F. Fama and Kenneth R. French Financial Analysts Journal A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research Insight categoryWhat are the research questions? The main purpose of this study was to [...]
Key highlights for January 2019: Q4 hedge fund letters, conference, scoops etcThe Eurekahedge Hedge Fund Index was up 2.32% in January, as the risk-on sentiment returned to the market, propelling the MSCI AC World Index (Local) up 7.36% during January. Throughout 2018, hedge fund managers posted losses of 4.08%, outperforming [...]
Last week, The Daily Journal held its annual meeting where Charlie Munger, the 95-Year Old Berkshire Hathaway Vice Chairman & Chairman of the Daily Journal, spoke for two hours. Q4 hedge fund letters, conference, scoops etcMunger covered several topics in his opening words before moving on to audience questions. The Vice [...]
“Housing prices in the US never go down.” Q4 hedge fund letters, conference, scoops etc Just about everyone in America believed that in the mid-2000s. A limited amount of buildable land and a growing population would keep housing demand strong. So, house prices will continue to rise. That was the thinking, anyway. Even some of [...]
All North American Payless Stores to Close by the End of May; E-Commerce Operations Have Been Wound Down Q4 hedge fund letters, conference, scoops etc BentleyMall [CC BY-SA 3.0], via Wikimedia CommonsLatin American Stores and International Franchisee Stores Will Remain Open and Continue Business as Usual TOPEKA, Kan.--(BUSINESS WIRE)--Payless ShoeSource (“Payless” or [...]
We’ve just been watching Charlie Munger at the latest Daily Journal meeting in which he recounts the most important investing trick he learnt from his grandfather, saying: Q4 hedge fund letters, conference, scoops etcI had a grandfather who was very useful to me. My mother’s grandfather. He was a pioneer. [...]
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of [...]
A data-driven and value-focused investment fund publishes some fascinating research in its quarterly letters that we can use to find the best value stock screening ratios. rawpixel / Pixabay Q4 hedge fund letters, conference, scoops etc I’ve mentioned Euclidean Technologies before. It is a machine learning-driven value fund that was founded in 2008. I’m [...]
SAGA Partners commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc4Q18 Results During the fourth quarter of 2018, the Saga Portfolio (“the Portfolio”) decreased 20.8% net of fees. This compares to the overall decrease, including dividends, for the Russell 2000 and S&P 500 Index [...]
One of the coolest things to watch in nature is a Starling murmuration. Q3 hedge fund letters, conference, scoops etc If you’ve never seen one before then give this video a watch. Starlings -- which are small and not particularly intelligent birds -- are somehow able to form these amazingly complex and [...]
Most hedge fund managers are starting to get their feet back under them, according to asset returns and flow data. In fact, January was so good for equity long/ short funds that they made back all the performance-based losses they racked up in all of 2018, according to data [...]
The Soviet Union’s collapse ended the socialism vs. capitalism argument. Q4 hedge fund letters, conference, scoops etc sasint / Pixabay Semi-free markets spread through Eastern Europe. Collectivist economies everywhere began turning free. Capitalism seemingly won. Even communist China adopted a form of free market capitalism. Although, as they say, it has “Chinese characteristics.” With all [...]
Investing is all about making the right choices. And one of them is owning dividend stocks. Q4 hedge fund letters, conference, scoops etc mpewny / Pixabay Let’s look at two companies as examples: Berkshire Hathaway (BRK.B) and JPMorgan Chase (JPM). Since the 2008 financial crisis, both stocks have more than doubled:JPMorgan Chase gained [...]
Netflix is a company that splits opinions among investors. It seems, analysts and fund managers either love or hate the streaming company. Jake Rosser, the founder and managing partner of Coho Capital Management, is one of the company's supporters. In his fourth quarter and full-year this to investors, a copy of [...]
Last month, another of Julian Robertson's infamous Tiger Cubs exited the hedge fund industry. Q4 hedge fund letters, conference, scoops etc Kaz / Pixabay Steve Mandel stepped down from his position managing Lone Pine Capital, the hedge fund he started after leaving Tiger Management in 1997. Mandel was employed initially by Robertson [...]
Charlie Munger, the 95-Year Old Berkshire Hathaway Vice Chairman & Chairman of the Daily Journal, speaks to shareholders at the newspaper’s annual meeting. Munger, in his usual, no holds barred manner, speaks for two hours. Q4 hedge fund letters, conference, scoops etcCharlie Munger: 2019 Daily Journal Annual Meeting Transcript Speak briefly on [...]
Niall J. Gannon, of the Gannon Group at Morgan Stanley, is a financial advisor for high net worth and ultra high net worth individuals and families. And yet Tailored Wealth Management: Exploring the Cause and Effect of Financial Success (Palgrave Macmillan) is applicable to all investors, at any stage [...]
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