It was only a few days ago that the Japanese government’s Financial Services Agency published its oddly-titled “Annual Report on Ageing Society”. Q1 hedge fund letters, conference, scoops etc Free-Photos / Pixabay (Like everything in Japan, English translations often hilariously miss the mark…) This is a report that the Ministry of Finance puts [...]
ETFGI reports assets invested in the Global ETF and ETP industry decreased to 5.32 trillion US dollars at the end of May 2019. Q1 hedge fund letters, conference, scoops etc LONDON— June 13, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that ETFs and [...]
There are truly so many things to love about Hong Kong. Q1 hedge fund letters, conference, scoops etc nextvoyage / Pixabay Most visitors would probably gush about the exotic night life or legendary cuisine (the Cantonese, they say, eat anything with four legs… except the table.) All of those things are fine and [...]
SUMMARY CompX international is manufacturer of security products and recreational marine components. It has seen a high demand jump in the marine division which indicates continual growth. The stock has risen steadily over the past five years, going from undervalue to a near fair value while holders rewarded 'fairly' Since the company [...]
We’ve covered AQR’s eponymous managed futures product before, asking in April of 2017: What’s Wrong with AQR and again in March of 2019: What’s Wrong with AQR (Part II), because when you’re the elephant in the room, well – people want to know what if you’re playing nicely or [...]
FORECASTS & TRENDS E-LETTER by Gary D. Halbert June 11, 2019 Q1 hedge fund letters, conference, scoops etc IN THIS ISSUE: Jobs Report For May Was a Big Disappointment Household Wealth Rose at a Record Pace in the 1Q 84% of US Stocks Are Owned by the Wealthiest 10% Over Half of American [...]
Have you ever heard of stories where others are able to reap tens of thousands a month without working at all? The amount of cash flow they receive is sufficient for them to retire comfortably at a relatively young age. Q1 hedge fund letters, conference, scoops etc But if you are [...]
The Eurekahedge Hedge Fund Index slumped 0.63%1 in May as hedge fund managers struggled to generate returns during the risk-off month. The Trump administration's decision to raise tariffs on US$200 billion of Chinese imports signalled the escalation of the trade conflict between the US and China, leading to retaliatory [...]
This post was originally published here. The worst investment experience in my life was during the Dot Com period of the late 1990s, when almost everyone was a fanatic about the “Internet magic”. I was no exception. Many friends around me were talking about the idea of start-ups and later selling the “company” to some big guys on The [...]
It’s the short squeeze of a vegan’s paradise. Shares of Beyond Meat (NASDAQ:BYND) jumped another 21% yesterday on an earnings beat, or really a loss beat, the company losing only $6.6 million on total net revenues of just over $40 million. The company now has a market cap of [...]
The stock market’s chart “looks terrible”, because it looks like the April high was a false breakout. In reality, it’s perfectly normal for the stock market to make a pullack/correction after making a new high. Q1 hedge fund letters, conference, scoops etc The data suggests that the medium term is still [...]
It was precisely 20 seconds past 9:44am on November 14, 2017 that Japan Railways train number 5255 departed from Minami Nagareyama Station on the outskirts of Tokyo. Q1 hedge fund letters, conference, scoops etc Free-Photos / Pixabay Hardly anything seems noteworthy about a train leaving a station. It happens countless times each [...]
A few years ago, I bought a stock at 40,000 Vietnamese Dong (VND) per share (US1.71) after considering that the stock was undervalued. Then, the stock rallied to VND50,000 and dropped back to VND41,000/share. I sold all my stock at this price to protect the VND1,000/share gain! After my apparently overzealous reaction, the share price doubled over the [...]
[Editor’s Note: Today’s note was penned by one of our international contributing editors.] Q1 hedge fund letters, conference, scoops etc 12019 / Pixabay Yesterday I called my bank in Denmark, Nordea, and couldn’t believe what they told me… They offered to lend me money at MINUS 0.12% for a ten-year mortgage. In other words, [...]
I’ve been in Australia for a little while now as part of my many professional responsibilities. Q1 hedge fund letters, conference, scoops etc Mediamodifier / Pixabay In addition to running Sovereign Man and several other businesses, I am also the Chairman of the Board of Directors a company that’s listed on the [...]
Introduction My personal anecdotal experience suggests that many investors operate under the fallacy: “my mind’s made up – don’t confuse me with the facts.” This behavior often results from only reading the headlines while skimming over the in-depth analysis that is truly needed to make a sound or prudent investing [...]
Neil Woodford's message to investors following Link’s decision, after discussions with Woodford, to suspend all investor dealing in the LF Woodford Equity Income Fund. Q1 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot Please also see our Q&A below the video for more information. We will do more to [...]
For the past couple of years, those in panic mode over the impact of the trade war between the U.S. and China have pointed to the sectors that could be hurt the most. Q1 hedge fund letters, conference, scoops etc Pexels / Pixabay One of the industries at the top of their [...]
It should come as no surprise to anyone that Tesla is back in the news, though it seems to be for all of the wrong reasons. From Musk's Twitter escapades with the SEC, to talk about electric lawn blowers to concerns about a debt death spiral, the company has [...]
When initially considering what my worst investment was, I thought about the 50-year-old Royal Enfield motorcycle that I bought in my early 40s (guess why?), which is so delicate that it never works and just stands in my mother-in-law’s garage in Switzerland. But on further reflection, it still makes me happy that [...]
SUMMARY Alamo Group poses a great candidate for your allocation in Industrial stocks The past growth has been steady and we expect the same in future. The stock price has reflected the underlying quality. But the valuations do not reveal a feasible upside and so it's a no-no. Q1 hedge fund letters, conference, [...]
Introduction Avon's Historical Operating Results and Price Action Since 2008 Avon’s earnings have continuously eroded and its stock price has followed. Moreover, after its dividend grew for many years, the company cut it by 18 ½% for 2012, slashed it an additional 68% in 2013 and then eliminated their dividend altogether [...]
