by COMPUTER1313 http://www.chicagotribune.com/business/ct-biz-lampert-sears-debt-proposal-0925-story.html Lampert’s ESL Investments wants Hoffman Estates-based Sears Holdings Corp. to restructure more than $1 billion in debt and sell about $1.5 billion in real estate and about $1.75 billion other assets, including the company’s popular Kenmore appliance …
via @foimbert Tepper says stocks could drop 5 percent to 20 percent if trade tensions between the world’s two largest economies increase. “We may have to get used to that these tariffs just may be on,” he says. “Then, there will …
https://www.bloomberg.com/graphics/2018-shrinking-hedge-fund/ If you look at US multiples (the S&P500) they are now actually around historical average. The rise has been driven by EPS growth. Other assets and global indices have not grown earnings or new industries. Most global innovation, meaning …
by NineteenEighty9 He posted the following on LinkedIn, see link below… Ten years ago this month, the world’s financial system nearly ground to a halt. It was a dramatic and pivotal time, which has had lasting effects on many people’s …
BY ROBERT ROSS The surging US dollar is rocking world markets. If your portfolio hasn’t looked good over the last couple of weeks, you can thank the US dollar for that. Since April, the dollar has leapt 10% higher and wreaked …
by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following …
by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following …
by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following …
via investing: Summary Hedge funds have bet heavily against a rise in the prices of gold and silver. We could be on the verge of a rapid move up in gold and silver. Silver appears to be transitioning into a bull market. In …
by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following …
by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following …
by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following activist …
via Bloomberg: A hedge fund that reaped an outrageous gain in February’s vol-mageddon is eyeing a fresh target. Houndstooth Capital Management LLC secured a 6,000 percent return from a bearish bet on an exchange-traded product tied to calm markets. Now, …
by badpauly I’ve posted this hedge fund report a few times in the past but it has never received much love. In contrast, the weekly insider report I post seems to get pretty good attention. What a lot of people …
by cataractum Source: https://www.valuewalk.com/2018/05/hayden-capital-1q18-letter-to-investors/ Undisclosed Position #1: This quarter, our partners will notice a new investment in their portfolios (it’s our first new investment in over a year). We are still building the position, so I’ll refrain from publicly speaking about …
Wall St. For Main St., Released on 5/20/18 Jason Burack of Wall St for Main St interviewed returning guest, former successful software entrepreneur, hedge fund manager and host of the popular Macro Voices https://www.macrovoices.com/ podcast for financial professionals & sophisticated investors, Erik …
When you take advice from another person, be mindful of the intentions. Also be aware of how many other people are making the same bets. Do you factor in what others are buying into your own investments? Herd mentality is …
Understanding what a Bitcoin / Cryptocurrency IRA with easy to understand PDF https://noblegoldinvestments.com/free… Looking at the landscape of economic changes upon us as the world is purposefully distracted from Grand Solar Minimum crop losses across the globe, how we will …
BY SRSROCCO Today we are getting another whiff of what’s wrong in the markets. Currently, the Dow Jones Index is down over 500 points, and the NASDAQ is off by more than 100 points. Who knows where the markets will …
by Simon Black A few weeks ago, we shared a note about Tesla from the hedge fund Vilas Capital Management. The firm, which is short the shares, said “Tesla is going to crash in the next 3-6 months.” I received an update from …
From Bloomberg: Renaissance Technologies, the world’s most profitable hedge fund, said there’s a “significant” risk of a correction in prices and is preparing for possible market turbulence. While accelerating global growth, corporate tax reform and a business-friendly administration in the …
From Justin Spittler, Editor, Casey Daily Dispatch: The U.S. dollar just had its worst year in 14 years. Last year, the U.S. Dollar Index (DXY) fell 10%. This index tracks the dollar’s performance against a basket of currencies. Now, I realize …
by Shaun Richards The credit crunch era has brought us all sort of themes but a lasting one was given to us by Brazil’s Finance Minister back in September of 2010. From the Financial Times. “We’re in the midst of …
by SpontaneousDisorder Here are charts of the previous bitcoin manias. The current crypto mania is occurring along side an intense mania for US stocks. The first parabolic peak in bitcoin occurred alongside one of the most significant stock peaks of …
The complete failure of this system is being exposed. The amount of leverage has always, every single time, caused a crisis to expand faster and harder then originally thought. There are no soft landings, Janet Yellen. Only crashes, loss of …
by Simon Black About a month ago I joined the Board of Directors of a publicly-traded company that invests in US real estate. The position brings a lot of insight into what’s happening in the US housing market. And from what …
Long considered the titans of Wall Street, hedge fund managers have long thrived under a simple premise: They are smarter than the average investor and can produce bigger profits. That image of the slick, well-connected trader, making bold bets with …
by Umar Farooq Ray Dalio, founder, Bridgewater Associates, explains why the 1930s hold clues to what lies ahead for the economy. Ray Dalio is a macro investor whose fortune was built on a supernatural ability to spot big macro trends. …
by Simon Black There are lots of famous investors and hedge fund managers who are legendary stock-pickers. Warren Buffet is a great example. Others are hard-core quantitative analysts who build complex trading algorithms. Ray Dalio, the billionaire founder of Bridgewater Associates, …