Was African Swine Fever Intentionally Brought Into China?

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, [...]

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Interest In Hedge Fund Strategies Has Not Changed Much Since YE18

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 [...]

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A Different Angle To The China Story

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, [...]

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Beware The Valuations Of The Dividend Kings Fortress Portfolio

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 [...]

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Hedge Fund Fees: Should 1 Or 30 Be The New 2 & 20

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 [...]

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Why A 15 P/E Ratio Is Fair Value For Most Companies: Part

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 [...]

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Recession Ahead? Oops, US Consumers Didn’t Get The Memo

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 [...]

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Indian Bank Long Thesis

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 [...]

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US ETFs Industry Reach $4 Trillion Milestone

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 [...]

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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 [...]

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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 [...]

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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, [...]

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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