How To Have Lunch With Warren Buffett
Every year, donors bid millions for the opportunity to share a meal with Warren Buffett at Smith & Wollensky in New York City. The steakhouse's founder Alan Stillman tells... Read More
Brazil's Biggest Hedge fund Manager Warns: We Are Worse Off Than Libya And Yemen
We continue our Sohn Brazil Conference coverage - first up in depth from Luis Stuhlberger, Verde Asset Management who runs Brazil's largest hedge fund. Next will be Bill Ackman... Read More
The Glory of REITs
Below is an excerpt on retail REITs from a 109 page book on REITS put together by Ivan Ho CFA, CAIA, CMFAS, Hon(BBA) - to get another 51 pages... Read More
Robin Hood Conference 2016 Notes: Ainslie Tepper, Druckenmiller, Einhorn, Griffin etc.
The Robin Hood Conference is one of the top investment conferences of the year. While the gathering is closed to media (besides CNBC and/or Bloomberg) ValueWalk has some reliable... Read More
Nonprofit Hospitals On The Ropes: Hedge Funds Moving In
Nonprofit hospitals - When a nonprofit organization pays its CEO $5 million a year, it's pretty obvious someone is profiting a lot, and that something is wrong. That was... Read More
Is Short Chinese Yuan The New Short Yen?
Chinese Yuan Back in early 2013, we started to notice a prominent trend - hedge funds in both public and private communications started to talk more and more about short yen... Read More
Bank CDOs Are Coming Back
What could go wrong? CDOs are coming back. Collateralized debt obligations, the financial instrument that almost led to the downfall of the global financial system in 2007 and 2008, are... Read More
Puerto Rico May Restructure Via Superbond Overseen By US Treasury
It looks like Uncle Sam may come to the rescue of Puerto Rico after all, although not with a cash bailout. (more…) Read More
Petrobras Pulls Debt Offering Due To "Adverse Conditions"
Not very long ago, Petrobras was offering (anyone foolish enough to buy) 100 year bonds. How much can change in less than a year! Extremely low crude oil prices continue... Read More
Paul Singer Says Developed Countries Are "Utterly Insolvent", Buy Gold
Billionaire Paul Singer, founder of hedge fund firm Elliott Management and one of the most disliked people in the world, hammered central bank monetary policy at a conference in... Read More
Tech Start Up Bubble? VC Says We’re planning to sell all of them — everything
A June 22nd blog from [email protected] highlights a number of signs pointing to a developing tech start up bubble. The piece also provides some insights from professional investors, some... Read More
Canadian Banks Double Total Auto Loans Since 2008
According to a recent report from BMO Capital Markets, the banking sector in Canada is finally reaching the level of consumer auto loans it saw before the 2008 financial... Read More
Soros Says Partnership With China Is Best To Avoid Catastrophic War
Billionaire octogenarian George Soros has a unique perspective on global affairs. Having survived the Nazi era in Europe, and having learned the ins and outs of international business and... Read More
In Off Year For Hedge Funds, Top Three Managers Earn Over $1 Billion Each
Despite commodity and bond market headwinds, Citadel's Ken Griffin topped hedge fund managers with $1.3 billion in compensation in 2014 Read More
As Deep Value Harder To Find, Portfolio Managers Face Difficult Task
A recent report from Nomura Markets Research highlights several structural issues that are challenging portfolio managers in volatile and unpredictable financial markets today. Inigo Fraser-Jenkins and her team of quantitative... Read More
VTB Bank Receives $100 Billion Ruble Bailout From Russian Government
Russian state-controlled VTB Bank, the second largest financial institution in the country, received the first installment of a $250 billion ruble bailout from the Russian government on Monday. The... Read More
Tianhe Chemicals Saga Continues: Anonymous Analytics Writes Letter To Auditor
Equity research firm and fraud detectives Anonymous Analytics has exposed a number of companies with fraudulent business practices in the past, and they currently have their sights set on... Read More
Banks: A Short History Of Return On Equity, Book Value
Richard X. Bove, vice president of equity research financial sector at Rafferty, highlighted shifts in bank valuation methods. He explained that variables used to evaluate banks have shifted from... Read More
Paul Singer Going After Argentina Assets In Nevada
Bloomberg reports that billionaire Paul Singer, the hedge fund founder seeking to collect on more than $1.5 billion in judgments over Argentina’s defaulted bonds, has been granted permission by... Read More
Corporate Debt a Potential Threat to Chinese Economy?
Chinese companies now hold $14.2 trillion dollars, more than even their American counterparts. On top of this, Hong Kong based companies own an additional $571 million. This companies with... Read More
Economic Profits Slump Signaling End of Cycle: Edwards
The most recent edition of Societe Generale's investment newsletter Global Strategy Weekly is titled "Smoke and mirrors stop us seeing a slump in US profits." In the report, Societe... Read More
Chinese Real Estate Bubble Finally Bursting
Nothing goes up forever, not even the price of Chinese real estate. According to an article published today, May 13th, in the New York Times, the 20-year-long Chinese real... Read More
