John D. Rockefeller built the Standard Oil Company into the world's largest corporation, and in the process, he became incredibly wealthy. At one point in 1913, his personal net... Read More
Q4 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, their investment... Read More
Most active investment managers underperform the market. It’s even worse after taxes. But you know that already. So why would you ever invest with an active manager? rawpixel / Pixabay Because... Read More
In his 1966 Buffett Partnership Letter, Warren Buffett discussed Overdiversifying – The Noah School of Investing. Here’s an excerpt from the letter: Q4 2022 hedge fund letters, conferences and more There... Read More
I will explain what ChatGPT is beyond the headlines, and its capabilities and limitations. I will then share a use case in wealth management and explore whether it will... Read More
Warren Buffett is widely considered to be the best investor that ever lived. However, while the Oracle of Omaha does have an excellent track record of picking investments, his... Read More
In the president’s recent State of the Union address he called for “bipartisan legislation to strengthen antitrust enforcement.” For those who aren’t policy wonks, antitrust law is the law... Read More
During his recent interview with Tim Ferriss, Michael Mauboussin explained why investors should always consider comparing opportunities with appropriate references. Here’s an excerpt from the interview: Q4 2022 hedge fund... Read More
If you are thinking of investing in hedge funds, you’re likely spending a fair amount of time understanding the different investment strategies and their associated risk/return characteristics. While this... Read More
This is the first part of what will be a ten part series on small-cap investing. Throughout this series, I’m going to take a look at both the benefits, and... Read More
Bear markets can be stressful for investors, especially if you’re unprepared for an extended downturn. A bear market is a period of declining stock prices, typically defined as a... Read More
Alessio de Longis spent the last three months loading up on risk in his $1.1 billion Invesco Global Allocation Fund. Now, he’s winding down those positions and reversing course... Read More
Last week, the markets were hit with more market-crushing news: Credit Suisse was under pressure when its top backer Saudi National Bank told reporters that they could not offer additional investment... Read More
The collapse of SVB Financial Group ignited a sell-off in regional bank stocks, the likes of which has not been seen since the financial crisis. Among the hardest hit were... Read More
For some time now, many market pundits were pushing the idea that Banks and Insurance companies would be basically “no brainer” investment as higher interest rates mean higher profits... Read More
During his recent interview with The Business Brew, Tom Gayner discussed finding bargains on the new high/new low lists. Here’s an excerpt from the interview: Q4 2022 hedge fund letters,... Read More
Forget ChatGPT, going independent or podcasts. The hottest trend growth-oriented advisors must know is the rise of the fractional marketer. With marketing the new prospecting, advisors are discovering that introductions... Read More
When Berkshire Hathaway effectively loaned Occidental Petroleum $10 billion to fund its acquisition of Anadarko Petroleum in the spring of 2019, Wall Street analysts questioned the logic behind the... Read More
This isn’t over yet. Last week after Silicon Valley Bank went poof in a matter of hours, I wrote that this financial catastrophe is just getting started: Q4 2022 hedge fund... Read More
The fixed-income market’s unblemished record of striking fear into the hearts of equity traders is in danger. With rates on two- and 10-year Treasuries up a sixth straight week, and... Read More
In less than a week, the U.S. banking system has suffered two of the largest collapses in American history. Regulators shut down Silicon Valley Bank on Friday after customers... Read More
Tiger Global’s flagship hedge fund booked huge losses last year as the firm’s bets on high-flying tech stocks backfired. Tiger lost 56% in its hedge fund and 67% in its... Read More
Jamie Dimon and Janet Yellen were on a call Tuesday, when she floated an idea: What if the nation’s largest lenders deposited billions of dollars into First Republic Bank,... Read More
