Unforgettable And Uninvestable

Dear Fellow Investors, One of the all-time classic ballad songs is Nat King Cole’s “Unforgettable.” The song gives us a great picture of what has been going on in the common stock market with meritorious companies which have been thrown in the bargain bin. What makes a company unforgettable? What [...]


Even After Rough July, Crypto Hedge Funds Up 71% YTD: Eurekahedge

Index Flash Update (14 August 2019) - Hedge fund managers recorded another positive month following strong 1H performance Q2 hedge fund letters, conference, scoops etc The Eurekahedge Hedge Fund Index was up 0.69%1 in July, supported by the gains in developed market equities and bonds over the month. The MSCI ACWI [...]


Bonds Are Frickin’ Expensive

First, a disclaimer. We are not suddenly pro-market timing. We have always either advocated against it, or, at the most, argued for sinning a little (meaning don’t do much of it or only do it at true extremes – and even then don’t do that much of it!). Still, [...]


China Needs To Be Punished – The Question Is, How?

FORECASTS & TRENDS E-LETTER by Gary D. Halbert August 13, 2019 Q2 hedge fund letters, conference, scoops etc Free-Photos / Pixabay IN THIS ISSUE: China Needs to be Punished, But Are Tariffs the Answer? China’s Repeated Broken Promises Got Us to This Point Trade Options Other Than Tariffs For Punishing China The US Could [...]


Basics For Building An Alternative Investments Portfolio

Just throwing something into a portfolio labeled an Alternative Investment is likely going to be a mess. But a lot of times, that’s what happens. A client listens to the words Alternative Investments, but hears the words diversification and stabilization and all the rest. Before you know it, some [...]


Carl Icahn Issues Open Letter To Occidental Petroleum Stockholders

New York, New York, August 13, 2019 — Today, Carl C. Icahn released the following open letter to stockholders of Occidental Petroleum Corporation. Q2 hedge fund letters, conference, scoops etc August 13, 2019 Dear Fellow Occidental Stockholders: Last month we were pleased ISS announced its support of our consent solicitation to set a [...]


Should Jon Corzine Be Allowed In The Financial Industry?

Think not…? Then email chairmanoffice@sec.gov and let the SEC know. Q2 hedge fund letters, conference, scoops etc GiselaFotografie / Pixabay For those of you who don’t remember Jon Corzine, he’s the ex-Goldman senior partner-turned US Senator-turned New Jersey Governor-turned CEO of futures clearing firm MF Global. Just one little problem with this [...]


The Best Pure Public Stock Investment In ESports

As investors we curiously observe and try to anticipate changes in consumer behavior, and try to predict the which companies are going to benefit and which ones will suffer under the change. In this article, Enthusiast Gaming Holdings Inc. (OTC:EGHIF) (EGLX.V), a digital media company that develops and operates [...]


The U.S. Business Cycle: Is The Economic Expansion Over?

As part of Merk's in-house research we regularly evaluate a consistent set of charts covering the economy, equities, fixed income, commodities and currencies. The aim is to keep our eyes open and to look through the noise of the headlines, avoiding the distractions of sensationalized click-bait. In sharing this [...]


Muddy Waters Is Short Burford Capital Limited (BUR)

“We have repeatedly commented on the increasing complexity of Burford’s investment transactions, and the Jaguar investment is an example of both investment and accounting complexity – but also an illustration of our success in turning complexity into profit.”1 Q2 hedge fund letters, conference, scoops etc (Readers of this report will likely [...]


Microsoft Important Lessons In Valuation: Part 1

Introduction Before I get too deep into this article, I want to start out by stating that Microsoft (MSFT) has long been one of my favorite companies.  Many years ago, I invested in Microsoft as a pure growth stock and sold it in 2000 when it became dangerous overvalued after [...]


Trump Announces Big New China Tariffs, Stocks Plunge

FORECASTS & TRENDS E-LETTER by Gary D. Halbert August 6, 2019 Q2 hedge fund letters, conference, scoops etc By The White House from Washington, DC [Public domain], via Wikimedia CommonsIN THIS ISSUE: President Trump Orders New Tariffs on Imports From China US Consumers Are Going to Feel the Latest Round of Tariffs Trade [...]


AlphaClone Index vs Peers Report – Q2 2019

We look at the AlphaClone Hedge Fund Master Index (ALFMIX or “AlphaClone Index”) and compare it against several peer 13F index strategies as well as the overall market. Our analysis period is as of the first full month the index’s calculation agent (Solactive) began calculating the index, December 1, [...]


“Independent” Central Banks = Total B.S.

Headlines: 1. Monetizing Sovereign Debt = “Blows Up” Central Bank Independence Argument. 2. To The Contrary…Central Banks + Sovereigns = Partners In Monetary High Jinks. Q2 hedge fund letters, conference, scoops etc skeeze / Pixabay This Whole Idea That Central Banks Are Fire-Walled From Political Influences = Such A Crock Of S _ _ [...]


Indonesia And Philippines Remain Attractive, Now Joined By Singapore

Q2 hedge fund letters, conference, scoops etc Get instant access to Dr. Stotz's proven '9 Valuation Mistakes' cheat sheet! Get access now! Indonesia and the Philippines still appear attractive but has switched place, and joined by Singapore China has moved to unattractive from attractive Thailand remains moderately attractive Article by Become A Better Investor


Lessons Learned From The 1997 Asian Financial Crisis

What happened in the 1997 Asian Financial Crisis Thailand was the epicenter of the 1997 Asian Financial Crisis. I had moved to Thailand in 1992, become a bank analyst in 1993 so I lived through the boom of that time. Q2 hedge fund letters, conference, scoops etc geralt / Pixabay Not only was [...]


Munger And Icahn Make Oil Investing “Easy”

Dear fellow investors, If you examine the portfolio of the Daily Journal, run by Berkshire Hathaway (BRKB) Vice Chairman Charlie Munger, you will see three main stocks. In 2009, near the market bottom, Munger purchased shares of Wells Fargo (WFC), Bank of America (BAC) and U.S. Bancorp (USB). When Munger [...]


How To Benefit From Market Crashes Instead Of Fearing Them

The S&P 500 has produced phenomenal gains since bottoming in March of 2009, more than a decade ago. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay ValueWalk readers can click here to instantly access an exclusive $100 discount on Sure Dividend’s premium online course Invest Like The Best, which contains [...]


Piramal Watch: Distressed Seller Or A Predator On Hunt?

With all the bearishness around the NBFC and the liquidity situation surrounding the industry, we are closely monitoring the status of several NBFC’s. Amongst them is Piramal. Depending on which source you read at or talk to, you have Piramal, either an overexposed real estate NBFC lender in a [...]

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