Summary I was fortunate enough to be raised in a middle-class family by parents who took good care of me, to go to good public schools, and to come into a job market that offered me equal opportunity. I was raised with the belief that having equal opportunity to have [...]
If I’ve made myself too clear, you must have misunderstood me.” - Alan Greenspan Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Dear fellow investors, My career started in 1994, which was a stealth bear market for stocks and an outright bear market for bonds. Fed Chair Alan Greenspan hiked rates [...]
Today, Seward & Kissel LLP released the findings of its annual New Hedge Fund Study, which surveys U.S.-based funds that were set up in 2018 and identifies key trends within the new hedge fund industry. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Hedge funds established in 2018 raised minimum investment levels significantly [...]
Usually around the middle of February each year, the US Treasury Department releases an annual report of the federal government’s financial condition. Q4 hedge fund letters, conference, scoops etc TheDigitalArtist / Pixabay It’s called the Financial Report of the US Government… and it looks a lot like an annual report that you [...]
Bounce. Bounce. 2019 continued to be the year of the bounce – with everyone now in on the act once managed futures finally decided to get in the game with its largest gains since January of 2018. Add it all up and you have everyone solidly in the black [...]
In the spring of 1692, an energetic young Scotsman named John Campbell started a new business in central London. Q4 hedge fund letters, conference, scoops etcCampbell was a goldsmith, and his business sold jewelry and other crafted metals like plates and silverware. But Campbell’s new company had another business line as [...]
This is a guest contribution by Ryan Krueger of investment advisory firm Krueger & Catalano. You can follow Ryan on Twitter @RyanKruegerROI. Q4 hedge fund letters, conference, scoops etc Photo by stevepb (Pixabay) ValueWalk readers can click here to instantly access an exclusive $100 discount on Sure Dividend’s premium online course Invest [...]
Introduction A major goal of this series on sectors is to illustrate the reality that it is a market of stocks rather than a stock market. With this article I am technically covering the Industrial Services Sector. However, all the research candidates I will be presenting come from the Oil [...]
Equity hedge fund managers up 5.23% year-to-date, recouping most of last year's losses Q4 hedge fund letters, conference, scoops etc The global hedge fund industry continued its recovery in February, gaining 0.97% on an equal-weighted basis, and 0.40% on an asset-weighted basis. Roughly 75.5% of the hedge fund managers tracked by [...]
What do you get when you add 1 part $Lyft, 3 parts Uber, a dash of Pinterest, and pinch of Slack? The return of a potential IPO frenzy, where everyday investors can get involved with some of the most well-known companies of the modern app age. That’s what’s coming [...]
Investors may have added $1.69 billion to hedge funds in February but face a rough road in 2019 with net inflows still in the negative YTD for 2019, according to the just-released eVestment February 2019 Hedge Fund Asset Flows Report. February is traditionally a bellwether month for hedge fund [...]
Hedge funds returned an average of +1.27% in February, according to the just-released eVestment February 2019 hedge fund performance data, building on a strong January to bring year-to-date (YTD) performance to +4.55%. The contrast to 2018’s average industry performance of -5.05% is stark and demonstrates the industry’s effort to [...]
Institutional investors rewarded traditional communications companies Verizon and Comcast’s efforts to protect and grow their businesses by pushing both firms onto the global top 20 list of most widely held companies in Q4 2018, according to eVestment data. Both firms made significant strategic moves in 2018 that appear to [...]
Maximilian Bern had saved up 100,000 German marks for what should have been a modest, but comfortable retirement. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay But in 1923, he withdrew every last cent, and spent it all on one purchase: a subway ticket. He rode around his city one last [...]
FORECASTS & TRENDS E-LETTER by Gary D. Halbert March 26, 2019 Q4 hedge fund letters, conference, scoops etc sallyjermain / Pixabay IN THIS ISSUE:With Modern Monetary Theory, Debt is Limitless MMT Holds That Interest Rates Would be Zero Why Modern Monetary Theory is a Very Bad Idea Conclusions: Aren’t We Doing MMT Already?Overview Today’s [...]
Twenty years ago I entered my first multi-day motorcycle endurance competition. It began and ended in Columbus Ohio. I had entered this event without any previous knowledge of what it would take to ride a motorcycle for five days in a row averaging a little over 1,000 miles per [...]
Investing in high quality dividend growth stocks for the long-run is an effective way to build and maintain a retirement portfolio. Q4 hedge fund letters, conference, scoops etc stevepb / Pixabay ValueWalk readers can click here to instantly access an exclusive $100 discount on Sure Dividend’s premium online course Invest Like The [...]
Introduction Although many Health Technology Sector companies have significantly outperformed the market on a long-term basis, they have significantly underperformed the market since the beginning of 2015. With only a few minor exceptions, this is true for most companies, especially the pharmaceutical companies, operating in this sector. Q4 hedge fund letters, [...]
For as much as January was a month which was negative, but not bad when looking more closely at the numbers, February was a month which was positive, but generally not good. February has historically been a bellwether month for the industry, one where the heaviest redemptions pressures from [...]
Howard Marks is a legend in the world of distressed debt investing. Q4 hedge fund letters, conference, scoops etcHe is also the co-founder and co-chairman of asset manager Oaktree Capital Group (NYSE: OAK). As part of his role there, Marks publishes insightful letters on investing. On September 26 of last year, [...]
FORECASTS & TRENDS E-LETTER by Gary D. Halbert March 19, 2019 IN THIS ISSUE: Q4 hedge fund letters, conference, scoops etc geralt / PixabayThe Global Economy is the Weakest Since 2008-09 Momentum Easing Across World’s Major Economies IMF Warns: “No Deal” Brexit Will Hurt Global Growth Economists: Worst May be Over For Global [...]
Key highlights for February 2019: Q4 hedge fund letters, conference, scoops etcThe Eurekahedge Hedge Fund Index gained 0.89% in February, bringing its year-to-date return to 3.26%. The risk-on sentiment among investors driven by the Fed's patient stance and optimism over the potential resolution of the US-China trade tension persisted through [...]
