Illusionary Investing

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 [...]

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US Government’s Net Worth Is Now NEGATIVE $75 TRILLION

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 [...]

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Q1 Asset Class Scoreboard

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 [...]

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Equity Hedge Fund Managers Up 5.23 Percent Year-To-Date

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 [...]

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Hailing A Ride On The Lyft IPO? View This First.

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 [...]

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Hedge Funds Continue Performance Comeback From 2018

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 [...]

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Investors Showed Interest In Two Communications Firms In Q4

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 [...]

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These Guys Were The Kings Of Inflation

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 [...]

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“Modern Monetary Theory” – No Limit on Debt… Really?

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 [...]

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4 Intergenerational Wealth ‘Secrets’

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 [...]

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Undervalued Growth And Dividend Growth In Health Technology

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, [...]

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Global Economy Weakest Since 2008, Signs Of A Bottom?

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 [...]

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Eurekahedge Crypto Hedge Fund Index gained 13% in February, recording its best month in nearly a year

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 [...]

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