24
Jul
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05
Dec
Abby Joseph Cohen, Caglar Somek and Thomas E. Sandell [LIVE]
Bloomberg's Hedge Fund Summit 2012 begins with a panel discussion consisting of Caglar Somek, Partner and Global Portfolio Manager, Caravel Management LLC, a long only equity hedge fund, it is a global... read more
14
Jun
We Are in Third Period Of A Loosening Of Bank Underwriting Standards: Goldman
Via Goldman Sachs: We are in the third period of a loosening of bank underwriting standards in the past two decades. The outcomes of the first (1993-1998) and second... read more
19
Jul
Funds' Cash Allocation At Highest Level Since 2001
Bearish on the outlook for stocks, long cash, credit, quality and short the EU that seems to be the prevailing view of fund managers surveyed by Bank of America... read more
11
Jan
RA Conversations: The Flattening Yield Curve
Cam Harvey looks at the yield curve today through the lens of his 1986 pioneering work on yield-curve inversions and their foreshadowing of economic downturns. mohamed_hassan / Pixabay Q3 hedge fund... read more
25
Jul
Financial Sector Lobbying Running At $1.5 Million a Day
The following is a new report on Financial Sector Lobbying from AFR - presented with no comments.... Financial Sector Lobbying and Campaign Expenditures Running at $1.5 Million a Day, Already Top... read more
10
May
These Two Types Of Stocks Could Blow Up Your Portfolio
We all make investing mistakes. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay I’ve written about some of mine before. But as I’ll show today, investing in two types of stocks... read more
05
Jul
We now have the entire US Treasury curve below the Fed overnight rate
It’s official. US 30-year yield just inverted vs. the Fed funds rate! Same warning ahead of the GFC, tech bust, Asian crisis, S&L crisis, and 1980’s double dip recessions.... read more
26
Apr
Warren Buffett of Berkshire Interesting Facts [Infograph]
Warren Buffett, Chairman & CEO of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) aged 81, is probably the most famous investor ever. While his position on the Forbes List of the World's Richest... read more
15
Jun
Goldman's Kostin Proclaims P/E Multiple Expansion Is "Over"
In September of 2014, Goldman Sachs had predicted the U.S. dollar was going to rise and advised clients to purchase small cap equities with low exposure to currency risk.... read more
17
Nov
Guy Spier Boston College Presentation on October 2nd, 2014
Guy Spier Boston College Presentation on October 2nd, 2014. Also see Guy Spier's new book, The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment, ... read more
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