Indian Rupee Touches An All Time Low

The Indian Rupee touched an all time low of 58.03 per dollar amid increased worries about India’s rising current account deficit and enhanced sale of Indian debt by foreign investors. Indian Rupee vs. US Dollar The Indian rupee fell over 1.6 percent on Monday against the US dollar to mark its...

Morning News: Apple, Google, McDonald’s, Berkshire, AstraZeneca, IHS

  Morning Market Update  Stocks that are expected to trade actively in U.S. markets on Monday include: Apple Inc. (NASDAQ:AAPL), Google Inc (NASDAQ:GOOG), McDonald's Corporation (NYSE:MCD), Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B), AstraZeneca plc (ADR) (NYSE:AZN), Alere Inc (NYSE:ALR), Elan Corp plc (ADR) (NYSE:ELN), IHS Inc. (NYSE:IHS), Sanofi SA (ADR) (NYSE:SNY) and...

Who is Henry Singleton? by Jeffrey Saut of Raymond James

From Jeffrey Saut, chief Investment Strategist, Raymond James on Henry Singleton from May 13th 2013. “‘So Jeff, in your November Strategy Report you said, I recommend the gradual accumulation of stocks because they are trading at below known values. What are your top three stock picks?’ My response was Teledyne, Teledyne and...

Rajesh Padmashali: Warren Buffett, The Right Moral Compass

Over the past 10 years, Singhi has attended nine Berkshire annual meetings, testimony to his admiration of Warren Buffett and Charlie Munger. Like his hero Munger, Singhi seems determined to achieve his holy grail of having an entire portfolio of only three or four stocks. He cites how Munger’s Daily...

High Frequency Trading Falls Out of Fashion

High Frequency Trading started in a modest way in a garage and saw its turnover rising from 9 percent of U.S. volume in 2006, garnering 60 percent market share in 2010 before its turnover dwindling to 6 million shares per day recently. Matthew Philips in his article published in Businessweek,...

SAC Capital Advisors Gains On Commerzbank Short Bet

Steve Cohen is easily the most popular/notorious hedge fund manager right now. The insider trading scandal, which especially stands out because of Cohen's successful track record and the size of his firm, sprung rumors that SAC Capital Advisors is shutting down and turning into a family office. All untrue apparently...

First Fixed Income Outflows Of The Year; Equities mixed

Fixed income got hit hard this week according to fund flow data from Lipper (and compiled by Goldman Sachs). More data on US flows in various asset classes this week via Goldman Sachs. Fixed income outflows; Equity MF inflows As per Lipper FMI, equity fund flows were +$507 mn this week...

Hedge Funds Lobby For Fannie Mae, Freddie Mac Privatization

Fannie Mae / Federal National Mortgage Association (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) shares have seen increasing action as large investors are showing increased interest in the mortgage giants’ preferred shares. Jonathan Weil in his article in Bloomberg reports that hedge funds such as Paulson...

Michael Karsch Likes Yahoo & Vodafone Group

Michael Karsch, founder and portfolio manager of Karsch Capital with $1.8 billion under management, talks about the mania of safe stocks that has infected Wall Street, in a Q1 conference call. He says that investors who were spooked by the bubble burst of 2000 are now over-invested in safe...

James Montier White Paper: Seven Sins of Fund Management

How can behavioural finance inform the investment process? We have taken a hypothetical ‘typical’ large fund management house and analysed their process. This collection of notes tries to explore some of the areas in which understanding psychology could radically alter the way they structure their businesses. The results may...

Morning News: Elan, AT&T, Monsanto, Google, TiVo, Gap, Salesforce

Morning News: Market Update  Stocks that are expected to trade actively in U.S. markets on Friday include: Elan Corporation, plc (ADR) (NYSE:ELN), AT&T Inc. (NYSE:T), Monsanto Company (NYSE:MON), Vail Resorts, Inc. (NYSE:MTN), Google Inc (NASDAQ:GOOG), TiVo Inc. (NASDAQ:TIVO), The Gap Inc. (NYSE:GPS), GlaxoSmithKline plc (ADR) (NYSE:GSK), Quiksilver, Inc. (NYSE:ZQK), Thor...

Soros Undeterred By Selloff, Still Bullish On Japan

Apparently George Soros is not merely watching as yen soars against USD, now Y95.7/USD,  he was using that time to buy into Japanese stocks once again, Inagaki and  Zuckerman report for WSJ. Soros Exits Japan's Equity Positions Soros had exited his Japanese equity positions in early May, well before Nikkei embarked...

Carl Icahn And Southeastern Ask Shareholders To Reject Dell Buyout

Carl Icahn and Southeastern Asset Management have urged Dell Inc. (NASDAQ:DELL) shareholders to vote against buyout proposals sponsored by the company. The Delaware-based activist investor and the Tennessee based asset management company in their Thursday’s filing with the Securities and Exchange Commission, believe that Dell Inc. (NASDAQ:DELL) shareholders should be...

Wedgewood Partners: Value Investing Investment Process

Wedgewood Partners: The investment management business is unlike most businesses in that the “average” product (in this case, investment returns) is unsatisfactory from the consumers point of view. Managers who even outperform their respective peer groups could well be an unsatisfactory experience as well for the client if returns are...

Warren Buffett: The Bridge To Value Investing

What could have got Warren Buffett so stressed out that he chose to run away rather than face up to the situation? Would you believe, a game of cards? In 1994, Warren Buffett and his bridge partner, Sharon Osberg, were in Albuquerque, New Mexico, participating in the World Bridge Championship....

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