05
Jun
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09
Jun
GS: Is A 20 Percent S&P 500 Drawdown On The Horizon?
Drawdown ahead? With the S&P 500 getting close to all-time highs, investors are being forced up the risk curve and taking on more risk despite deteriorating growth fundamentals --... read more
19
Feb
Herbalife Plans a "Very Scripted" Call, Ackman Plans to Preempt
Herbalife Ltd. (NYSE:HLF) is planning a very carefully scripted conference call with investors tomorrow, according to FOX Business Network (FBN) Senior Correspondent Charlie Gasparino. Gasparino also reports that sources... read more
16
Mar
Warren Buffett Interview With ESPN On His $1B NCAA Bet [AUDIO]
Warren Buffett talks about his NCAA $1 billion insurance bet with ESPN. Here is how the reporter describes it followed by the audio. Warren Buffett, 83, practically runs down the... read more
22
Oct
Longleaf Partners Fund Down 20% In Q3 On Big Energy Bets
Longleaf Partners Fund commentary for the third quarter ended September 30, 2015. H/T Dataroma Longleaf Partners Fund was down 19.78% in the third quarter, trailing the S&P 500 Index’s 6.44% decline.... read more
14
Mar
Deutsche: Only One Person Can Save Euro, but He Died Long Ago
Bilal Hafeez of Deutsche Bank AG recently spoke at a conference in Germany. He spoke about the Euro and said that he believes one person can save it. The... read more
23
May
Four Ways Behavioral Finance Made A Difference For My Clients
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay It’s a challenging era for... read more
15
Jan
Horseman Capital Management: Yellen Knew The Words Vader Spoke Were True
Horseman Capital Management newsletter for the month ended December 31, 2015. The nearish fund is the best performer right now HSBC's list of top hedge funds for 2016. See... read more
07
Nov
Latest Memo From Howard Marks: Implications Of The Election
Howard Marks memo to Oaktree investors for the month of November 2016. I’m starting this memo a week before Election Day. I promise to try to stay away from the... read more
18
Jul
Distressed Hedge Funds Rise, Global Macro Slumps In H1
Global Macro hedge funds had a dull running in the first half of this year. According to Eurekahedge, the strategy posted an average return of just 0.24% in the... read more
03
Mar
Michael Pettis On China's Three Painful Options
Michael Pettis is Professor of Finance, Guanghua School of Management, Peking University, author of The Great Rebalancing: Trade, Conflict, and the Perilous Road Ahead for the World Economy, Avoiding the Fall: China’s Economic... read more
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