The costly and deadly African swine fever is penalizing food security in China and more than half a dozen Asian countries. Despite the official ASF story, the virus has been used as a bio-weapon in the past. The suppression of such bio-threats requires multipolar cooperation. Q2 hedge fund letters, conference, [...]
Hedge funds - Put into perspective by Skenderbeg Alternative Investments "If we knew what it was we were doing, it would not be called research." - Albert Einstein Hedge Funds Investors pin hopes on hedgies Bloomberg Hedge Fund Brief Global banks L/S ratio fell to a multi-year low amid plunging yields Goldman Sachs Momentum's recent outperformance [...]
If Donald Trump’s aides and advisors are looking for signs that the US economy is about to roll over ahead of an election year, they can take a gander at the flash read on IHS Markit’s factory gauge. Q2 hedge fund letters, conference, scoops etc Unfortunately, it sank into contraction territory [...]
While everyone is talking about the risks in China, with them ratcheting up stakes in the trade war with a Yuan devaluation, and threatening troops in Hong Kong to squash protests, many in the quant space are busy analyzing the Chinese markets for investment opportunities. Q2 hedge fund letters, conference, [...]
One of the great benefits for subscribing to The Dividend Kings service are the carefully-selected portfolios presented in our portfolio tracker. However, I want to caution the subscriber that these portfolios should not be looked at as simply cut-and-paste investment options. Instead, I believe our subscribers should understand that [...]
For as long as anyone can remember, the classic hedge fund fee structure has been two and twenty. Or more formally, a 2% annual management fee and a 20% performance fee. The management fee is to allow for the manager to operate their business, invest in technology, and pay [...]
Introduction To me, fair value, as it relates to common stock investments, is manifest when the current earnings yield provided by the company’s profits compensates me for the risk I am taking by providing both a realistic and acceptable return on my invested capital. Most importantly, as will be explained [...]
FORECASTS & TRENDS E-LETTER Q2 hedge fund letters, conference, scoops etc by Gary D. Halbert August 20, 2019 IN THIS ISSUE: 1. Mainstream Media Wants Recession to Get Rid of Trump 2. July Retail Sales – Consumers Tune Out Global Slowdown 3. Temporary Treasury Yield Curve Inversion Rattles Markets 4. Dirty Little Secret: Stocks Tend to Rise [...]
This article is written and researched by Amrit Mark Brar & Thillai Palanichamy. Q2 hedge fund letters, conference, scoops etc sarangib / Pixabay India comprises of 60% rural population to which formal banking services are completely inaccessible and fall prey to informal banking sector. With an aim to reaching out to the [...]
ETFGI reports assets invested in the US ETFs and ETPs industry broke through the US$4 trillion milestone at the end of July 2019 Q2 hedge fund letters, conference, scoops etc LONDON — August 16, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported [...]
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 [...]
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 [...]
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, [...]
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 [...]
They say almost everything becomes attractive at the right price. And considering the 21% sell off in 13.4% yield Monroe Capital (MRCC) (due to its company-specific challenges, combined with the overall industry and market sell off), it is increasingly tempting to consider the shares of this diversified business development [...]
In 750 BC, according to ancient legend, the twin brothers Romulus and Remus founded a tiny hilltop settlement in central Italy. Q2 hedge fund letters, conference, scoops etc Mariamichelle / Pixabay Romulus slew his brother for violating a magical superstition, and then named their new city after himself: Rome. And for the first [...]
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 [...]
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 [...]
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 [...]
By Sentio Berkshire’s investment in Kraft Heinz has not gone smoothly. After taking Heinz private together with private equity investor 3G in 2013, Berkshire invested additional funds in the takeover of Kraft Foods in 2015, and was ready to finance a quickly-withdrawn $143 billion offer for Unilever. Things have gone south [...]
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 [...]
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 [...]
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