Gold prices slid 23 percent this year through July 19, wiping $59.4 billion from the value of gold exchange-traded product holdings, after some investors lost faith in the metal as a store of value and amid concern that the Federal Reserve may slow the pace of the stimulus.
Elliott Management's presentation on Arconic Inc (ARNC).
ALso see 2017 Hedge Fund Letters
Arconic Inc. (NYSE: ARNC) Snapshot
Arconic is a supplier of multi-material sub-components and fabricated aluminum to the aerospace,... Read More
Warren Buffett is probably the greatest investor alive in the world today, but despite his global reputation, the Oracle of Omaha rarely invests outside the United States.
Q4 hedge fund... Read More
Placing a female on the image on the ten dollar bill is an affront to a key central bank supporter, a former central banker wrote today. Demoting the symbol... Read More
The Confounding Bias For Investment Complexity by Jason Hsu and John West, Research Affiliates
The Confounding Bias For Investment Complexity
Key Points
A preference for complexity is almost hardwired into investors, their... Read More
Global Return Asset Management commentary for the year ended December 31, 2017.
Get The Timeless Reading eBook in PDF
Get the entire 10-part series on Timeless Reading in PDF. Save it... Read More
DealBook Conference is taking place now. We have all the videos of the speakers below. You can also find their presentations at the following link. There are some great... Read More
“Davidson” submits:
Q4 hedge fund letters, conference, scoops etc
geralt / Pixabay
History from 1953 indicates that when the T-Bill/10yr Treas Rate Spread falls to 0.20% or lower a recession occurs, but... Read More
Portfolio management has changed dramatically in the aftermath of the financial crisis, with investors understanding that it’s not enough to diversify assets, it’s also important to diversify underlying correlations.... Read More
Marc Faber, publisher of the Gloom, Boom & Doom Report, told Tom Keene and Sara Eisen on "Bloomberg Surveillance" today that "there is no safe haven…The best you can... Read More