Capitalism Isn’t Bad, It’s Just Broken

The Soviet Union’s collapse ended the socialism vs. capitalism argument. Q4 hedge fund letters, conference, scoops etc sasint / Pixabay Semi-free markets spread through Eastern Europe. Collectivist economies everywhere began turning free. Capitalism seemingly won. Even communist China adopted a form of free market capitalism. Although, as they say, it has “Chinese characteristics.” With all [...]

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How To Find High-Yield Dividend Stocks That Are Safe

Investing is all about making the right choices. And one of them is owning dividend stocks. Q4 hedge fund letters, conference, scoops etc mpewny / Pixabay Let’s look at two companies as examples: Berkshire Hathaway (BRK.B) and JPMorgan Chase (JPM). Since the 2008 financial crisis, both stocks have more than doubled:JPMorgan Chase gained [...]

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Will Public Service Loan Forgiveness Help Borrowers?

In 2007, the Bush administration signed off on the Public Service Loan Forgiveness (PSLF) program. Q4 hedge fund letters, conference, scoops etc RoamingPro / Pixabay The idea was to give financial relief to people who had spent a lot of money on higher education, but chose to work in less financially rewarding [...]

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3 Charts That Scream “Don’t Buy Stocks”

In World War II, Nobel laureate Ken Arrow was assigned a team of statisticians to make long-range weather forecasts. Q4 hedge fund letters, conference, scoops etc These people were some of the biggest math geniuses on the planet. And yet, Arrow and his team soon realized that their forecasts were no better [...]

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Special Dividends Can Double Your Dividend Income

The Wall Street Journal called it “the largest corporate cash disbursement in history.” Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay It was 2004, and Microsoft was one of the biggest companies on the planet. Besides, they had a great year. So great that the company decided it would return $75 billion to [...]

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Netflix’s Worst Nightmare Is Coming True

I’ve been warning to keep money out of stock market darling Netflix (NFLX) for quite a while. Q3 hedge fund letters, conference, scoops etc This was not a popular thing to say when I first wrote it in July. Back then, Netflix was the hottest stock on Wall Street. It had surged [...]

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Ray Dalio: This Debt Cycle Will End Soon

Science tells us energy can neither be created nor destroyed within a closed system. The form may change, but the amount will only stay the same. If this only held true for debt. Q3 hedge fund letters, conference, scoops etc Within the closed system called Earth, we create debt much better [...]

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GE’s Crash Holds An Important Lesson About Investing

The main problem with most investors is that they have a very small imagination. GE is a single-digit midget. Who could have predicted that? Q3 hedge fund letters, conference, scoops etc By General Electric Company (w:File:General_Electric_logo.svg) [Public domain], via Wikimedia CommonsI have been speculating about the probability that GE could go bankrupt. Bankrupt? [...]

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Why You Should Buy Bad Mutual Funds On Purpose

My name is Jared Dillian. I’m the former head of ETF trading at Lehman Brothers. And I’m here to tell you to that I like open-end mutual funds better than ETFs—mostly because ETFs are misused. Q3 hedge fund letters, conference, scoops etc Slow down, Turbo. What’s this all about? I am not [...]

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A Worldwide Debt Default Is A Real Possibility

Is debt good or bad? The answer is “Yes.” Debt is future spending pulled forward in time. It lets you buy something now for which you otherwise don’t have cash yet. Q3 hedge fund letters, conference, scoops etc Rilsonav / Pixabay Whether it’s wise or not depends on what you buy. Debt to [...]

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Chinese Credit Collapse Is Imminent

Many good things are happening in China. Businesses are prospering. Living standards rise. The country’s interior is still quite poor but life is improving. Q3 hedge fund letters, conference, scoops etc This progress is welcome news. The problem is how China is financing it. The answer is, “with a lot of debt.” You [...]

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This Will Be The Mother Of All Minsky Moments

We have all had the fun as kids of going to the beach and playing in the sand. Remember taking your plastic bucket and making sandpiles? Slowly pouring the sand into ever bigger piles, until one side of the pile starts to collapse? [REITs] Q2 hedge fund letters, conference, scoops etc Zaimful [...]

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US Navy Sending Is About To Explode

Defense stocks are booming big time. The iShares US Aerospace & Defense ETF (ITA) just hit an all-time high last week:Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or [...]

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