Baupost, Greenlight, Carlson, BlueMountain, Sohn And Much More – Last UPDATED 2/15 15:08 EST (Or MORE RECENTLY) Q4/2018 Hedge Fund Resource Archive – Letters, Conferences And More Exclusive And Curated Content

This page was just created on January 1st 2019 it will be updated a LOT for the next 90 plus days! However, we already have a lot of coverage especially of conferences for Q4 as of today 1/1/19!! As a reference in Q3 18 i updated  the page about 155 [...]

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The World’s Most Valuable Bank Brands

When most people think about brands, they often picture iconic consumer marks like Coca-Cola or Apple. Q4 hedge fund letters, conference, scoops etcBut in the realm of financial services, the importance of having a strong consumer brand is also rapidly growing. After all, with hundreds of new fintech entrants positioning [...]

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Francesco Filia: Stock Market Crash Entirely Possible

Erik Townsend and Patrick Ceresna welcome back Francesco Filia to MacroVoices. Erik and Francesco discuss: Q4 hedge fund letters, conference, scoops etc Pexels / PixabayHow severe could a bear market be? Complex dynamic systems Short-term crash vs. extended bear market Phase transitions and twin bubbles Tipping points, crash hallmarks and butterflies Why are the risks now? Are [...]

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MMT And Its Fictional Discipline?

“That is some crazy talk” – Bill Gates on the topic of MMT Q4 hedge fund letters, conference, scoops etc In our article, MMT Sounds Great in Theory… But, we dove into the latest and greatest of economic thinking, Modern Monetary Theory (MMT). This theory is crucially important for investors and [...]

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The Credit Markets Have Stalled

Credit markets often move before the equity markets, and this can offer helpful information about the near-term path of equity prices. In general, I like to see credit confirming what the equity markets seem to be saying. When credit stalls, like it is now, I take notice. Q4 hedge fund [...]

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This Map Shows The Average Tax Refund In Every State

The 2018 tax season is off to a slow start. According to the IRS, refunds are 8% lower than last year, and taxpayers appear to be taking their time filing their returns. Q4 hedge fund letters, conference, scoops etc But refunds will likely still run as high as two or three thousand [...]

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3 Investment Mistakes That Could Cost You Big Time

A few weeks ago, I showed you three ways emotions can cost you big in investing. Q4 hedge fund letters, conference, scoops etc Tumisu / Pixabay So now… I’m going to tell you about three more emotional responses to watch out for – and how to overcome them – when you invest… 1. Confirmation [...]

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Charlie Munger: 2019 Daily Journal Annual Meeting [Full Transcript]

Charlie Munger, the 95-Year Old Berkshire Hathaway Vice Chairman & Chairman of the Daily Journal, speaks to shareholders at the newspaper’s annual meeting. Munger, in his usual, no holds barred manner, speaks for two hours. Q4 hedge fund letters, conference, scoops etcCharlie Munger: 2019 Daily Journal Annual Meeting Transcript Speak briefly on [...]

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Will Public Service Loan Forgiveness Help Borrowers?

In 2007, the Bush administration signed off on the Public Service Loan Forgiveness (PSLF) program. Q4 hedge fund letters, conference, scoops etc RoamingPro / Pixabay The idea was to give financial relief to people who had spent a lot of money on higher education, but chose to work in less financially rewarding [...]

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A Superb New Book On Financial Planning

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc stevepb / Pixabay If you are looking for an applied framework for tackling the topic of financial planning, you should read Your Complete Guide to a Successful and [...]

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Michael Mauboussin: Who Is On The Other Side?

Seth Klarman once said that in investing, whenever you act, "you are effectively saying, I know more than the market. I am going to buy when everybody else is selling. I am going to sell when everybody else is buying." Q4 hedge fund letters, conference, scoops etcHe called this mentality, [...]

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Calabria’s GSE Reform Could Trigger A Recession: Dick Bove

Debate over removing Fannie Mae and Freddie Mac from conservatorship continues as the two government-sponsored enterprises reported healthy Q4 earnings results. The two GSEs reported their earnings results the same day Trump's choice for the next director of the Federal Housing Finance Agency (FHFA) was set to testify before [...]

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9 Inexpensive Consumer Services Sector Value Stocks: Part 5

Introduction As I stated in the introduction in Part 4 of this series, my primary objective is to provide the reader with a clear perspective of just how different individual stocks are and how different companies operating in different sectors are.  Consequently, I will be covering every sector that FactSet [...]

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Does Financial Education Actually Improve Outcomes? It’s Complicated.

The Causal Mechanism of Financial Education: Evidence from Mediation AnalysisFenella Carpena and Bilal Zia A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research Insight category.Q4 hedge fund letters, conference, scoops etc What are the Research Questions? Worldwide there are billions of people [...]

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3 Charts That Scream “Don’t Buy Stocks”

In World War II, Nobel laureate Ken Arrow was assigned a team of statisticians to make long-range weather forecasts. Q4 hedge fund letters, conference, scoops etc These people were some of the biggest math geniuses on the planet. And yet, Arrow and his team soon realized that their forecasts were no better [...]

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Hedge Fund 13F Round-Up For Q4 2018

Below is a 13F Roundup for some high profile names for the fourth quarter of 2018. Q4 hedge fund letters, conference, scoops etc These statements are generally seen as a barometer of hedge fund sentiment, even though they are filed several weeks after the end of the quarter to which they relate. The [...]

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How Much You Should Save In Every State For An Early Retirement

Who doesn’t want to retire early? Q4 hedge fund letters, conference, scoops etc There’s a new movement among financial advisors called FIRE (Financial Independence / Retire Early). The basic idea is to live below what you could theoretically afford, so that you can maximize retirement savings and exit the workforce as [...]

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