Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!
Featuring the unravelling of SPACs, the outperformance of crypto hedge funds, and a jump in hedge fund pay.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
It was not a pretty picture for 3Q13 earnings at U.S. brokers and universal banks.
UBS Equity Global Research analysts Brennan Hawken, Derek De Vries and David Eads review the... Read More
David Hay, CIO, Evergreen Gavekal, is worried – as he’s been for the last two years.
During that time he's believed that a substantial correction was overdue in the US... Read More
The BLS reported a U.S. employment figure of +204K this morning, with upward revisions of +60K for the three months prior.
The market generally liked the figures, pushing the S&P 500... Read More
In the event of the Fed staying dovish and/or the RMB depreciating further against the USD, Goldman Sachs analysts anticipate that macro flows would stay equity-friendly in the near term.... Read More
According to the firm's letters to investors, which have been reviewed by ValueWalk, BlueMountain's Credit Alternatives Fund set out in 2018 to re-organize its investment strategy.
If you’re looking for... Read More
Warren Buffett and Charles Munger admire disclipline when purchasing investments on a drawdown, a common tactic utilized by certain discretionary managed futures funds. But Munger is not likely to... Read More
LightSquared Inc. filed for bankruptcy in 2012, saying it will seek to resolve the concerns of U.S. regulators who thwarted the company’s plan to deliver high-speed wireless to as... Read More
Puerto Rico's banks have outperformed recently, as the upcoming bond issue looks like it will exceed initial expectations, pulling in as much as $3 billion and providing the commonwealth... Read More
There could be trouble ahead for Ireland’s TV3 television station as Northern Irish media company UTV recently announced plans to open its own station in the Republic of Ireland... Read More
Every afternoon we provide an update on global market levels, economic news, and hedge fund news
Post Market Update
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Market Levels
US: Â Dow: 12573.80 (1.31%), S&P 500: 1324.18 (1.17%), NASDAQ: 2843.07 (1.19%)
Europe: CAC:... Read More
