The Smart Set


David Einhorn Slams Pioneer Natural Resources (PXD), Frackers in Presentation at Ira Sohn Conference (See It Inside)

David Einhorn of Greenlight Capital fame didn’t hold back today at the 20th annual Sohn Investment Conference. Einhorn took aim at fracking companies......(read more)

Why Jim Cramer is Listening to This Fund Manager

Jim Cramer has a popular CNBC show called “Mad Money,” and he has been known to track a number of stocks and a number of major money managers......(read more)

Gender War: Better Investors – Men or Women?

In a world with lots of divisiveness – among races, political parties, income and even between those of the same politcal bent – there is......(read more)
Donald Yacktman

Morgan Stanley (MS), Goldman Sachs Group, Inc. (GS), Citigroup Inc. (C): Decoding Wall Street – The Emergence of Algorithm Trading

Today Wall Street, The financial Citi center in London, and Hong Kong Financial centers are somehow operated by humans with the support of thousands of......(read more)
Irving Kahn

The American Reliance On Social Security

The U.S. Social Security program currently pays benefits to about 57 million Americans, and that number is expected to rise considerably in coming years......(read more)
LinkedIn Corp (NYSE:LNKD)

5 Ways LinkedIn Corp (LNKD) Will Rule Web 3.0

Facebook Inc (NASDAQ:FB) has been the darling of the social media world of late. Up nearly 60 percentage points over the past month, the company’s stock......(read more)
Apple Inc. (AAPL)

Wall Street’s Apple Inc. (AAPL) Analysts Are ‘Out of Whack’: Study

Apple Inc. (NASDAQ:AAPL) has the greatest amount of analyst coverage on Wall Street; that’s no secret. What you may not know, though, is just how......(read more)

NYSE Euronext (NYX): How To Make Money Like A Hedge Fund

NYSE Euronext (NYSE:NYX) is up over 35% this year on the news that IntercontinentalExchange Inc (NYSE:ICE) will buy the trading solutions company for $......(read more)

How T. Boone Pickens Led Me to 2 Great Stock Picks

I fondly remember watching the TV series “Dallas” with my grandparents back in the early 1980s. The show featured a wheeler–dealer, oil......(read more)
Is the Boss Really Worth What They’re Paid? The Good and the Bad of CEO Salaries

Is the Boss Really Worth What They’re Paid? The Good and the Bad of CEO Salaries

Consumers and investors alike are starting to question just how responsible companies are when it comes to the environment, social or governance (ESG)......(read more)
Chevron Corporation (NYSE:CVX)

Breaking Down the Cost of a Gallon of Gas

The price of a gallon of gasoline ranged from $3.27 along the Gulf Coast, to $3.90 along the West Coast in November 2012; ever wonder how much of that......(read more)
Biggest IPOs in US History

Revealing the Structure of the Kinder Morgan-El Paso Deal

Rich Kinder, founder of Kinder Morgan Energy Partners (NYSE:KMP), is a visionary who has built one of the largest pipeline companies in the country. ......(read more)
genetically modified foods

The Unabridged Guide to the Global Fertilizers & Agricultural Chemicals Industry

The fertilizers and agricultural chemicals industry consists of makers of agricultural fertilizers, pesticides, seeds, and lawn and garden products. In......(read more)
Best Investing Books

3 Books That Will Make You a Better Investor

Nowadays, it is easy to get sucked into an online cyclone of different and contradictory investing ideas. That is why, as trite as it sounds, even do-......(read more)

Falcone Still Fighting for LightSquared, Has Until End of Month

John Paulson’s Paulson & Co losses last year have gotten a lot of press attention – after all, one of his top funds lost almost 53% – but......(read more)
best gold ETF

Paulson Shorts Euro Sovereign Bonds, Bets on Credit Default Swaps

In a bid to reverse losses stemming from poorly timed bets and overcorrection last year, hedge fund manager John Paulson is shorting European sovereign......(read more)

Despite Its Hype, $GOOG is Undervalued

Every investor knows this tech giant’s name; in fact, they most likely used its search engine to find this article.  We’re talking about Google,......(read more)

Sears $SHLD Netflix $NFLX Rally in First Quarter, Hedge Funds Win

Recently in Bloomberg’s Inside Track, Scarlet Fu discusses the hedge fund managers that have had the biggest gains so far this year. On the show......(read more)

Pay for Hedge Fund Managers Falls 35%, Top 6 Average Just $1.7B

“Compensation for the highest-paid U.S. hedge-fund managers plunged 35 percent in 2011 to $14.4 billion after the European sovereign debt crisis......(read more)
setting up a hedge fund

George Soros Faces $39.4 Million Judgment in TradeWinds Case

Billionaire George Soros and Dr. Purnendu Chatterjee, the corporate titan from India, were sued recently in a civil suit entered in the US District Court......(read more)

Paulson’s Push for Hartford to Spinoff P&C Meets Doubts $HIG

Hedge fund manager John Paulson‘s push to get Hartford Financial Services Group (HIG) to spinoff its property and casualty (P&C) insurance business......(read more)

Do Computerized Trading Platforms Yield an Unfair Advantage?

“Federal securities regulators are examining whether some sophisticated, rapid-fire trading firms have used their close links to computerized stock......(read more)
best gold ETF

Hartford $HIG Overhauls Business, Paulson Says Not Enough

Hartford Financial Services Group (HIG) has been struggling to recover from the financial crisis. Those events exposed a series of weaknesses in the company......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Get Off of my Cloud Computing – Competition in the ‘Cloud’

Cloud computing is the biggest thing since smart phones. The ability to store all your media and files in a “cloud” makes syncing between devices......(read more)
top hedge funds

Fortress Investment Group $FIG Faces Fraud Charges

Fortress Investment Group (FIG), which is managed by Michael Novogratz, has been named as a defendant in a 48-page complaint filed with the Los Angles......(read more)
hedge fund research

The Horrible, No Good, Very Bad Week of Diamond Foods $DMND

Diamond Foods (DMND) is having a rough week. It announced that it would need to restate two years’ worth of financial earnings in the wake of questionable......(read more)

The Problem of Mobility and Facebook’s Battle for Revenue

Social media figures prominently amongst mobile phone users in the US, with roughly 80% of all mobile phone owners using Facebook. It may sound like a......(read more)
Prem Watsa

Prem Watsa’s Fairfax Financial Doubles Stake in RIMM

Fairfax Financial Holdings Ltd (FRFHF), the insurance firm run by Prem Watsa, has taken on a 5.12% stake in Blackberry maker Research in Motion (RIMM)......(read more)
Ben Bernanke

Hedge Funds Rally on Commodities, Raw Materials

Hedge funds increased wagers on rising commodity prices to the highest level in two months after the Federal Reserve promised to keep interest rates low......(read more)

FCC Handling of Harbinger’s LightSquared Under Question

Phil Falcone’s Harbinger Capital is famous for making unpopular investments and profiting wildly from them. The fund became famous in 2007 for betting......(read more)
Facebook Inc (NASDAQ:FB)

Jim Rogers Bearish on Facebook IPO, Calls it ‘Too Expensive’

Legendary investor Jim Rogers may thinks the markets will see an “election year” jump – he told Shanghai’s First Financial Daily in......(read more)

Bill Ackman on Carried Income Tax, $JCP, $CP, and Charity Event

Pershing Square’s Bill Ackman was on CNBC’s Squawk Box this morning (see the video here). Ackman Discussed Taxes Ackman also discussed taxes......(read more)
George Soros

George Soros on the Economy – ‘I am not here to cheer you up’

George Soros is a financial celebrity. In spite of having nothing more to do with the world’s financial markets than his investments made as Soros......(read more)
Carl Icahn

Icahn, Tepper and Beal Bet on LightSquared’s Collapse

“Billionaire Carl Icahn has purchased debt from Philip Falcone’s LightSquared Inc.’s bondholders as the satellite-broadband-service provider......(read more)
Jim Chanos on china map

European Hedge Funds Bet on China Downturn

“European hedge fund managers are betting that China’s once red hot economic growth will cool dramatically in 2012, hitting companies, economies......(read more)
Barack Obama serious

Could Obama Be Losing Hedge Fund Support?

“Wall Street Democrats aren’t especially happy with the words coming out of Barack Obama’s mouth, but most of them are biting their......(read more)
Warren Buffett portrait

Is Todd Combs Better Than Warren Buffett?

Todd Combs, the apprentice portfolio manager Warren Buffett hired at Berkshire Hathaway in 2010, seems to be following in the “Sage of Omaha’......(read more)
George Soros

Gold: Was Paulson Right to Sell or Soros to Buy?

George Soros was a major buyer of SPDR Gold Trust (GLD) in late 2011. He increased his position in GLD by +13% during the third quarter. Soros also initiated......(read more)
setting up a hedge fund

George Soros to Open Myanmar Base for His Philanthropic Work

George Soros, the billionaire investor, “has agreed to set up an official base for his philanthropic work in Myanmar after meetings with the country......(read more)

Ackman Strikes Back at CP Rail Execs

Bill Ackman struck back at Canadian Pacific Railway (CP) after the company bashed him over alleged leaks yesterday, writes the Wall Street Journal. &#......(read more)

Falcone’s LightSquared Hires Montagner as New CFO

Phil Falcone‘s troubled wireless venture, LightSquared, is getting a new CFO, reports FINAlternatives. The company announced that Marc Montagner......(read more)

Dalio’s Bridgewater Associates Bearish on Economy

Ray Dalio’s Bridgewater Associates has made a fortune by remaining bearish on the economy. “As the new year rings in, the hedge fund firm......(read more)

CP Rail $CP Bashes Pershing Square’s Ackman Over Alleged Leaks

Bill Ackman’s Pershing Square is one of the leading activist funds in the world, meaning that it invests in companies that are undervalued and works......(read more)
best gold ETF

Hedge Funds Increase Bets Against Euro to Record High

Hedge funds may have been hit hard by the market volatility triggered by the European sovereign debt crisis, with hedge funds going out of business at......(read more)
Paul Ruddock

Lansdowne’s Ruddock Knighted for Philanthropy

Hedge fund manager Paul Ruddock, co-founder and chief executive of Lansdowne Partners was “knighted in the New Year’s honours list for his philanthropy......(read more)

Lampert’s ESL Investments Cashes In Portion of Autozone $AZO Stake

Eddie Lampert’s ESL Investments has long held Autozone (AZO) as a major part of its portfolio. The fund ended the second quarter of 2008 with 22......(read more)

Something Fishy in Hedge Fund Filings? New Research Suggests So

Hedge fund filings have always been questioned but new research suggests they may not stand up to closer scrutiny. “For years, finance experts have......(read more)
David Einhorn

Shares in Diamond Foods $DMND Up on Rumors of Einhorn Involvement

Diamond Foods, Inc. (DMND) rose 7.2% yesterday “after CNBC reported that hedge fund manager David Einhorn may have taken a stake in the snack maker......(read more)
best gold ETF

John Paulson’s Year a Little Worse After Poor December Returns

John Paulson just can’t seem to catch a break lately. He overcorrected his positions in October after reporting year-to-date losses of 47% through......(read more)
George Soros

Hedge Funds Bullish on Gold Miners Despite Poor Returns to Date

Gold investment in 2011 has been one of the most profitable ventures seen this year – investment in gold miners, not so much. “Gold is up 12%......(read more)

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!