Tiger cub David Grestenhaber's Argonaut Capital is out with their 13f filing for the first quarter of this year. Argonaut Capital's basic strategy is global macro, therefore the equities portfolio makes a small portion of the overall fund assets. The long equity holdings rose from $114 million in 4Q2012 to $275 million in 1Q2013. Argonaut's Global Macro Fund was up 4.3 percent in Q1, read the full report on returns here.
Venezuela has gone from “bad to worse” in recent years. In 1999, Hugo Chavez was elected president and took the country on a journey into Cuba-style socialism. Persistent government... Read More
Yum! Brands, Inc. (NYSE:YUM) dropped its earnings report on Tuesday afternoon after the market closed on Wall Street. The KFC operator showed earnings per share of $0.87 for the... Read More
The Founding Father of Fascism Have you heard of the “great man” theory of history? The meaning is obvious from the words. The idea is that history moves in epochal shifts... Read More
The Federal Reserve released it’s report on the State on Consumer credit today. The report noted an increase in borrowing by consumers of $17.8 bn in January, much less... Read More
Published on Oct 13, 2015 OneWire (www.onewire.com/videos) interviews Mario Gabelli, Chairman and CEO of GAMCO Investors, in the latest installment to the Open Door video series with Skiddy von Stade. "To... Read More
The Gibraltar Stock Exchange (GSX) is Europe’s newest stock exchange. With a focus on reputation, regulation and speed to market, GSX’s unique listing solutions can offer: A European gateway solution... Read More
Deutche Bank prime brrokerage notes that hedge funds have been engaged in “extreme protection buying in equities” and said that the recent exit from hedge funds by CalPERS “has... Read More
Despite two profit warnings in as many months, Michael O’Leary is still on course to turn around Ryanair Holdings plc (ADR) (NASDAQ:RYAAY) (LON:RYA)’s public image, while simultaneously growing the... Read More
Hedge Fund Crowding Costs - eHealth by AlphaBetaWorks Charts eHealth, Inc., an Internet health insurance agency, was down over 50% following disappointing revenue and EPS guidance. The events were yet... Read More
Readers will not be surprised but timing the market is folly and the average investor learned that yet again in 2016, according to new research from Dalbar. The average US... Read More
