Bank of America’s Sell Side Indicator, a measure of Wall Street’s bullishness, rose by 0.5 to 54, its highest level since March 2014 during May. While it may seem like all of Wall Street is bullish on equities as the market continues to grind higher every day, this indicator shows that the sell side is, in fact, neutral on many stocks, and sentiment towards equities is only improving on Wall Street, not running away.
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A few key points from John Hempton’s Xero blog post. Your Benefits on Patreon Links to Sources Bronte Capital (blog) | http://brontecapital.blogspot.com/2018/08/xero_1.html Analysis | Increasing Returns and the Two Worlds of Business |... read more
SAGA Partners commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Annual Meeting & General Update We’re excited to host our second annual meeting on... read more
Richard X. Bove, Vice President Equity Research at Rafferty Capital Markets, highlights some breakthroughs needed in mortgage production, Fannie Mae and Freddie Mac's mortgage pools accounted for an incredible... read more
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Despite witnessing rising prices and slowing growth, any risk of China facing stagflation is remote, according to one HSBC analyst. HSBC Chief Economist Xiaoping Ma believes it would be... read more
Wednesday was a busy day for oil watchers. Following comments from the International Energy Agency on Tuesday, Goldman Sachs published a report this morning saying about it expects the oil... read more
The Teacher Retirement System of Texas (TRS) is engaging in one of the more historic movements in the hedge fund industry. With hedge fund fee plans under fire, Brad... read more
By Jesse Koltes, TheCharlieton.com Any year that passes in which you don’t destroy one of your best loved ideas is a wasted year. — Charlie Munger Get The Full Series in PDF Get the... read more
Lone Pine Capital shifted its technology money around its long portfolio in the third quarter of 2013 judging by the company's recently filed 13F. The company added a massive... read more
What does it mean to be rich? An oft-cited study from a few years ago suggests that money does in fact buy happiness—to a point. Earning an annual income... read more
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