JPMorgan Research Top 10 Macro Questions for 2013
At the start of every new year I like to read sell-side research from big banks, such as JPM or Credit Suisse. I have taken lots of ideas and insights......(read more)
Macroeconomic Predictions
Inside Citi’s 2013 Agriculture Outlook
As 2012 comes to a close, Wall Street begins to look ahead to the coming year and what trends will have the biggest impact on the commodity world. Financial......(read more)
Gold’s 12 Year Run May Finally Be Over
It is no secret that gold is one of the most talked about assets of the last few years, as this metal’s historic run has put it in the limelight. The......(read more)
Here is Why Apple Inc. (AAPL) Could Fall Below $425
In early November, the dire predictions of one Apple Inc. (NASDAQ:AAPL) bear were making their way around the blogosphere with frenetic haste. That bear......(read more)
Rising Won has South Korea Worried
South Korea’s currency, the won, has been rising against the currencies of its major trading partners, China, the United States, the European Union......(read more)
Why we can’t simplify bank regulation
Is simplicity the new new thing? The front page of the new issue of Global Risk Regulator — the trade mag for central bankers around the world — features......(read more)
Collapsing Greece Bank Deposits and Skyrocketing Home Invasions
Greek banks have been losing their deposits since the beginning of 2010. Total deposits stood at 245 billion euros at the end of 2009. That number fell......(read more)
George Soros’ Financial Times Article
George Soros penned an article for Financial Times titled “Germany’s reticence to agree threatens European stability”. You can read the......(read more)
Germany 1 – Greece 0: Greeks Asking for a Bailout
In Euro 2012 today German midfielder Lahm scored a goal just minutes ago and Germany is leading Greece 1-0. Greeks don’t want to be kicked out of......(read more)
Markets Rebuff Moody’s Downgrades, Sailing Strong in Afternoon Trade
A day after Moody’s downgrade of 15 large investment banks all over the world, markets today seem to care less about ratings and downgrades. The Dow......(read more)
Moody’s Downgrades 15 Major Banks
What other Credit Rating Agencies have been doing one step at a time, Moody’s did that and much more in a single stroke. After markets all over the......(read more)
Initial Unemployment Claims fall, 4-week average at 6 month high.
Seasonally adjusted initial claims for unemployment stood at 387,000 in the week ended June 16, according to the data released by the Department of Labor......(read more)
JOBS Act Accidentally Relaxes Hedge Fund Rules
President Obama recently enacted into law the Jumpstart Our Business Startups Act, or more commonly known as the JOBS Act. Its main aim is to create more......(read more)
Is Gold Overpriced Relative to Other Commodities?
Gold stocks are quite popular among hedge funds these days, and with good reason. John Paulson, who is very bullish about gold, made $5 billion by betting......(read more)
China’s GDP Growth Rate: Predictions
China is so vast, its leaders so inscrutable, it’s future so tied to imponderables — including who will succeed premier Wen Jiabao, whether the......(read more)
Hedge Fund News: Bill Ackman, David Einhorn, John Kinnucan, Ray Dalio…
Ackman Says He Will Be Patient on J.C. Penney Turnaround (Bloomberg) Pershing Square Capital Management LP’s William Ackman, the activist hedge fund......(read more)
Solar Storm Threatens the Stock Market?
Reports from NASA indicate a huge solar storm coming from the Sun. Apparently these geomagnatic flares can affect telecommunication lines, satellites,......(read more)
Hedge Fund News: Klarman, Buffett, Rogers, Lampert, Ackman…
Seth Klarman’s Margin of Safety (Frank Voisin) Seth Klarman’s classic Margin of Safety is the most concise introductory value investing book you can......(read more)
Hedge Fund News: Brevan Howard, Jim Rogers, Bridgewater…
Brevan Overtakes Paulson As World’s Top Hedge Fund (HFM Week) Brevan Howard is now the world’s top hedge fund manager by annualised net gains,......(read more)
Hedge Fund News: Peter Schiff, Jim Rogers, Marc Faber, John Paulson…
Peter Schiff: Why Warren Buffett Is Wrong About Gold (Investment News) The gold doomsayers have found their champion in the media’s favorite financial......(read more)
Hedge Fund News: Buffett & State Street, George Soros, Marc Faber’s Outlook…
Movers & Shakers: Buffett’s Insurance Cash Stalling (Bloomberg) Bloomberg’s Betty Liu and Dominic Chu report that Warren Buffett, the......(read more)
Hedge Fund News: Buffett, Klarman, D.E. Shaw, Lampert…
Bumpy Road for Buffett as Insurance Funds Dry Up (Bloomberg) Bloomberg’s Dominic Chu reports that Warren Buffett, the former hedge fund manager......(read more)
Hedge Fund News: Feds Taped Cohen, Dalio Made $3 B In 2011, Insider Trading Cases…
Feds Taped Cohen’s Calls In Insider Probe (FINalternatives) Federal authorities recorded several of SAC Capital Advisors founder Steven Cohen’......(read more)
Hedge Fund News, Ray Dalio’s Bridgewater, China Welcomes Foreign Hedge Funds, Jim Rogers and Commodities…
Dalio Delivers Billions for Hedge Fund Investors (Bloomberg) Bloomberg’s Dominic Chu reports that Ray Dalio’s Pure Alpha hedge fund made $13.8......(read more)
Hedge Fund News, Jim Rogers, Warren Buffett, John Paulson…
Hedge Fund Assets May Hit $2.1 Trln In 2012-Survey (Reuters) Hedge fund assets under management could reach $2.13 trillion at the end of the year, as......(read more)
