Meanwhile, Over On Planet Japan

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 [...]

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Global ETFs/ETPs Saw Net Outflows Of $4.05 Billion In May 2019

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 [...]

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Not Too Shabby For A Place With No Natural Resources…

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 [...]

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What’s Wrong With AQR (Part III)

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 [...]

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Household Wealth Hit New Record $108.6 Trillion In 1Q

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 [...]

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Creating Passive Income From Dividend Investing

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 [...]

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Short Squeeze

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 [...]

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Markets Are Starting To Turn Bullish: Lots Of Charts

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 [...]

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Missed Opportunity Stems From Hasty Decision On A Stock

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 [...]

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Target Corporation (TGT): Defying the Retail Apocalypse

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 [...]

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Fund Suspension Update From Neil Woodford

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 [...]

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Boston Beer Company Inc (SAM) – Valuation Analysis

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 [...]

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My Worst Investment Ever

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 [...]

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Avon Is Calling: Invest In The Growth Or Speculate On The Takeover

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 [...]

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