Many organizations say that their greatest asset is their people. In fact, Richard Branson has famously stated that employees come first at Virgin, ranking ahead of customers and shareholders. So, how do businesses effectively manage this talent to drive success? Q1 hedge fund letters, conference, scoops etc This question is top [...]
ValueWalk's Raul Panganiban interviews Steve Nadel, partner in Seward & Kissel's Investment Management Group. Interview With Steve Nadel: New Hedge Fund Study Transcript Raul: Good morning podcast listeners, today is a very special episode with Steve Nadel. He’s a partner in Seward and Kissel’s investment management group. He joined the firm in [...]
Headline: Worst Case Scenario For Global Economy = Legacy Inflation Ramp. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay Central Bankers Continually Lament The Lack Of Inflation To Justify Their Massive Liquidity Injections. Just Pour Endless Streams Of Money Into The Financial System…And It’ll Eventually Feed Through To The Real Economy…Creating Legacy [...]
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey on Twitter, which asks respondents to indicate whether they are bullish or bearish for primarily technical or fundamental rationale. I also add a few other charts [...]
I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine [...]
All North American Payless Stores to Close by the End of May; E-Commerce Operations Have Been Wound Down Q4 hedge fund letters, conference, scoops etc BentleyMall [CC BY-SA 3.0], via Wikimedia CommonsLatin American Stores and International Franchisee Stores Will Remain Open and Continue Business as Usual TOPEKA, Kan.--(BUSINESS WIRE)--Payless ShoeSource (“Payless” or [...]
The Eurekahedge Hedge Fund Index rallied 2.22%1 in January, supported by the global equity market rally which resulted from the Fed's dovish stance and optimism over potential progress in the US-China trade talks. The MSCI AC World Index (Local) gained 7.36% over the month, recovering most of the losses [...]
Throw those projections out. If you want to know where equity markets are headed , then look no further than the chart below which shows the correlation between M1 and MSCI world Index. Central banks probably need to do something to turn around real M1 growth, otherwise MSCI World [...]
Research Also Reveals Increase in Newer Managers Registering with SEC New York, NY—September 25, 2018—A new Study by the law firm Seward & Kissel LLP into the hedge fund industry’s use of side letters—special agreements between hedge funds and their investors—shows a major shift in the hedge fund landscape. Get The [...]
While not specifically an investing book, The Art of the Good Life: Clear Thinking for Business and a Better Life, by Rolf Dobelli provides some great lessons for investors. There’s one passage in particular titled – Reality Doesn’t Care About Your Feelings; or, Why Every False Step Improves Your Life – which basically [...]
Disclosure: We are long shares of Intelsat S.A. and SES S.A. Please review our disclosures at the end of our email. Since we released our report on Intelsat and SES a month ago, events have unfolded even more rapidly than we expected, and our confidence in the upside potential of these stocks, [...]
After almost ten years, it is easy to assume that everything that needs to be said about Fannie Mae and Freddie Mac has been said and that everyone’s position is clear. However, recent comments about the Federal Housing Finance Agency’s (FHFA) proposed rule for revised capital requirements for the [...]
Investors withdrew an estimated $7.88 billion from global hedge funds in June 2018, bringing overall Q2 2018 net flows for the industry to -$5.43 billion, according to the just-released eVestment June and Q2 2018 Hedge Fund Asset Flows Report. Get The Timeless Reading eBook in PDF Get the entire 10-part series [...]
Market risks come in three flavors: recession risk, economic shock risk, and risks within the market itself. So, what do these risks look like for July? Let’s take a closer look at the numbers. Q2 hedge fund letters, conference, scoops etc Recession risk Recessions are strongly associated with market drawdowns. Indeed, 8 [...]
Detailed notes of Paul Johnson's presentation from the Spinoffs Conference brought to you by The Edge which took place on June 6th 2018.See part one here. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? DavidZydd / Pixabay [00:29:48] Audience: And then [inaudible 00:29:48] say, liquidity, [...]
An interview with the CEO of Goldman Sachs, Lloyd Blankfein. In this interview, Lloyd discusses his beginnings and what he would tell his younger self on how to succeed. Lloyd also gives advice to entrepreneurs on building reliance and his perspective of the economy. Q1 hedge fund letters, conference, scoops [...]
The competitive advantages of international small company stocks with David Nadel, award-winning lead portfolio manager, Royce International Premier Fund. Listen to the audio only version here: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your [...]
In Episode 6 of Principles for Success, “Your Two Biggest Barriers,” Ray Dalio discusses what these barriers are and why if you understand them and how to get around them, you will accelerate your progress. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in [...]
Asher Jacobs and Jade Hu's presentation on Stericycle Inc (SRCL) at the Kase Learning conference on short selling, 5/3/18. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital Image source: YouTube Video Screenshot Asher Jacobs & Jade Hu On Stericycle Inc (SRCL) Transcript I'm Asher Jacobs here with Jade Hu from Columbia [...]
