Performance Review – October Selloff
For purposes of consistency, the following performance review will be focused on the partnership’s year-to-date . . .
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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
Morning Market News for December 13th 2012. Among the stocks in focus for today, Google, Amazon, Wal-Mart, Best Buy, And Ciena.
Morning Market Update
Market Levels
• US: Dow Futures: 13258.00... Read More
Hedge performed exceptionally well this year (2013), compared with last year's performance. Since the recent release of a report which put the yield of the average fund at 8.1%,... Read More
Article by Finanz und Wirtschaft Raghuram Rajan, Professor of Finance at the University of Chicago and former governor of the Reserve Bank of India, warns of more turmoil ahead... Read More
FHFA has reportedly sought $6 billion from Bank of America Corp (NYSE:BAC) for settlement of claims that the bank has willfully sold RMBS to Fannie Mae / Federal National Mortgage Association... Read More
Nathaniel August's Mangrove Partners was down 0.5% in May and 6.8% in April, bringing its quarter-to-date return for the second quarter to -7.2% and its year-to-date return for the... Read More
The problem with single-factor valuation ratios is that they move “in and out of favor” and can significantly underperform the overall market over any given 10-year period despite their... Read More
About 43% of U.S. households owned mutual funds in mid-2014, compared to roughly 4% holding ETFs, notes Credit Suisse.
Dana Saporta and Axel Lang of Credit Suisse’s Economics Research team... Read More
The recent policy tightening initiatives from China's officials through the reining in of housing prices, will impact the country’s growth only for the short term, as policymakers prepare to... Read More
The latest weekly PULSE market monitor from Citi analysts Tobias Levkovich, Lorraine Schmitt and Christina Wood is out.
“The PULSE framework is neutral on two (unanticipated and liquidity), negative on... Read More
Financial Conduct Authority (FCA) chief Martin Wheatley said misconduct allegations surrounding forex trading could be as bad as Libor.
The FCA chief said it was investigating a range of benchmark... Read More
