22Aug2014
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Six Channels Of China Capital Outflows And The Area Of Concern
China Capital Outflows... Highlighting six channels to explain the $437 billion net outflows from China's Capital Account, analysts at Macquarie express concerns over outflows driven by depreciation expectation such... Read More
Steve Romick's FPA Crescent Fund Q4: In Bull Markets “Smarter” are those who invest in the most financially-leveraged entities
Steve Romick's FPA Crescent Fund commentary for the fourth quarter ended December 31, 2015. Dear Shareholders: The FPA Crescent Fund increased 2.80% in the fourth quarter but declined 2.06% in 2015,... Read More
Why Is Wage Growth So Slow In The U.S.? Hint: China And India Are Responsible, Not U.S. Employers
In the U.S., economists seem dumbfounded at the lack of wage growth. Here are two looks at two commonly used data points. The first is the year-over-year growth in average... Read More
An Investment Idea from Jesse Livermore: Jeffrey Saut
The following investment idea from Jesse Livermore comes from a report issued today by Raymond James analyst, Jeffrey Saut titled (appropriately) ""Jesse Livermore" “There were times when my plans went wrong... Read More
U.S. Debt Is Triple The Oft-Cited Figure Of $18 Trillion: Ex-GAO Head
The ex-GAO head says the real U.S. debt level is closer to about $65 trillion, which is three times bigger than what has officially been announced. Dave Walker, who headed the... Read More
House Investigates Proxy Solicitation Firms Over Political Agenda
FOX Business Network’s (FBN) Senior Correspondent Charlie Gasparino reports that the House Financial Services Committee is investigating Proxy Solicitation Firms on whether they are pushing a political agenda rather... Read More
Robin Hood Investors Conference 2013 Video Clips
Published on May 8, 2014 Robin Hood Investors Conference The Robin Hood Investors Conference brings together some of the world's leading traders, investors, venture capitalists, business leaders and policy makers to share... Read More
Fraud Charges In Peru Surround Two Very Different Bond Ratings
Should a previous default and refusal to pay on acknowledged debt be a factor in a loan decision? This question is front and center as two ratings agencies take... Read More
Pershing Square December Letter: HLF Update
Beginning in early January and up until the present, we have been contacted by a number of former Herbalife Ltd. (NYSE:HLF) employees who have shared with us additional information that... Read More
Martin Feldstein, R.I.P.
I learned late last night that my boss for two years at the Council of Economic Advisers, Marty Feldstein, died yesterday. He was only 79. Q1 hedge fund letters, conference,... Read More
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