The Smart Set


SAC Capital’s Steve Cohen Rumored to be Bidding for LA Dodgers

Steve Cohen, founder and manager of the prominent SAC Capital Advisors, rumored to be “bidding for the Los Angeles Dodgers,” reports Bloomberg......(read more)

Seth Klarman Talks to Charlie Rose About Value Investing

Seth Klarman, founder and manager of the Baupost Group, was recently interviewed by Charlie Rose. Klarman offers very few interviews, but when he does......(read more)

Paulson Grows Bullish on American Capital $ACAS

On December 22, 2011, John Paulson reduced his stake in American Capital, Ltd (ACAS) by 6.15%, bringing his total shares in the company to just under......(read more)
largest hedge funds in the world

Hedge Fund Strategy Makes Major Difference in Performance

Hedge funds may have had a rough time of things lately – the average hedge fund was down 4% year-to-date through the end of November – but the losses......(read more)

10 Best Stocks For 2012 By Merrill Lynch

Earlier this month Bank of America/Merrill Lynch (BAC) strategist Savita Subramanian prepared a list of Merrill Lynch’s 10 favorite stocks for 2012.......(read more)

Hedge Funds Look to North Korean Bonds

Hedge fund managers are always on the lookout for investment opportunities, and now is no different. “Saturday’s death of North Korean leader......(read more)

Quiznos Close to Deal with Lasry’s Avenue Capital

Sandwich chain Quiznos is in danger of bankruptcy reports the Wall Street Journal. If the company does not find a way to restructure its $870 million......(read more)

Falcone’s LightSquared Presses FCC Over Network

Phil Falcone’s Harbinger Capital is the primary shareholder in communications company LightSquared, owning all but a sliver of the company. LightSquared......(read more)

Falcone’s LightSquared Could Be Running Out of Cash

LightSquared, “the upstart wireless company that is being bankrolled by Philip Falcone’s $5 billion Harbinger Capital Partners hedge fund......(read more)
best gold ETF

Fund Manager John Paulson Reportedly Victim of Fraud Ring

Fund manager John Paulson has had a rough year. His hedge funds’ losses were in the high double digits. His Advantage Plus fund was down almost......(read more)
David Winters

Wintergreen’s David Winters on Value-Investing

David Winters recently explained “his market and peer beating global strategies” on Consuelo Mack WealthTrack (ValueWalk). Winters, manager......(read more)
Alan Howard

BlueCrest and Brevan Howard Buck Low Hegde Fund Performance Trend

Hedge fund performance is not all bad. November may have been the worst month since the bankruptcy of the Lehman Brothers for the average hedge fund,......(read more)
Warren Buffett portrait

Warren Buffett Goes Solar, Second Deal This Month

Warren Buffett is in bed with solar a second time this month reports Bloomberg. On December 7, his MidAmerican Energy Holdings, which is a subsidiary......(read more)

AQR Manager Asness Moves into Mutual Funds

AQR Capital Management founder Cliff Asness is a high-flyer. Even within the hedge fund industry, which is notoriously tough, the 45-year-old Asness has......(read more)
David Einhorn Greenlight Capital

‘Wilpon’s Folly’ Explains Einhorn’s Failed $200M Deal with Mets

Greenlight Capital’s David Einhorn’s $200 million deal with the New York Mets was put to bed, not by a change of the hedge fund manager’s mind......(read more)

Steven Cohen Likes These Fund Managers

Reuters is publishing parts of Steve Cohen’s sworn deposition testimony in Fairfax Financial case. Here is the part where Steven Cohen reveals the......(read more)
setting up a hedge fund

George Soros Donated More than $550M over the Last 10 Years

George Soros may be the “Man Who Broke the Bank of England,” but he is also a philanthropist. Soros is particularly keen on so-called liberal causes......(read more)

Hedge Funds Move Away from Oil Stocks

Big oil used to be a solid investment. The stocks trade like utilities – they tend to offer stable growth with decent dividends. But, things have been......(read more)

Is Water the Next Commodity? Greenblatt, Eveillard have Positions

In the third quarter, “water” stocks like the ITT Corporation (ITT.N) got a lot of hedge fund love. And, they aren’t the only ones. &#......(read more)
largest hedge funds in the world

John Paulson on the European Debt Crisis

John Paulson, founder and president of the famous investment firm Paulson & Co, wrote a column in the Financial Times. It was published yesterday......(read more)
David E. Shaw Vertex Pharmaceutical

D. E. Shaw Reportedly in Talks to Buy Large Stake in China’s TEDA

David E. Shaw’s $21 billion fund D.E. Shaw is in talks to buy a stake in the Chinese state-controlled investment company Tianjin TEDA International......(read more)
setting up a hedge fund

George Soros, Others Benefit on Ex-MF Global Debt

George Soros, or at least his family fund Soros Fund Management, is up more than $130 million after it “bought about $2 billion of European bonds......(read more)

Bill Ackman: Invest in the Business You Can Own Forever

Bill Ackman talked his investment philosophy during his lecture in Floating University (HT: Valuewalk). Ackman listed his four keys to successful investments......(read more)
Carl Icahn

Insider Trading: Carl Icahn’s Icahn Capital Bought More $FDML

Carl Icahn’s Icahn Capital disclosed on November 22nd for its insider purchases in Federal Mogul Corp (FDML). Carl Icahn made three insider purchases......(read more)

Creating Consistent Returns – Examples from Einhorn Buffett Soros

Investors looking for ways to reduce risk in their portfolios, and create consistent returns need look no further than hedge fund managers. These people......(read more)
hedge fund research

Soros Says Brussels Deal Will Last From One Day to Three Months

George Soros, the famous hedge fund manager, has a lot to say about the economy. Soros rose to fame after he made $1 billion betting against the British......(read more)
hedge fund research

George Soros has a Seven Point Plan to Save the Eurozone

George Soros has been very focal about the European debt crises, even going so far as to offer advice, like when he told Kathimerini that the Greek debt......(read more)
Ben Bernanke

Marc Faber on the Squawk Box

Marc Faber appeared on the Squawk Box this morning. Faber is the author of the Gloom, Boom and Doom report. He has been largely pessimistic in his forecasts......(read more)
Jim Chanos puppeteer

Jim Chanos is Shorting These Stocks Right Now

Jim Chanos, the founder of Kynikos, was at the CNBC’s Delivering Alpha talking about the stocks he is shorting. Jim Chanos is extremely bearish......(read more)

Marc Faber: Gold Is Not in a Bubble

Marc Faber has been extremely bullish about gold. Gold prices climbed above $1,900 an ounce today. But Marc Faber, publisher of the Gloom, Boom and Doom......(read more)
Roubini Global Economics

Nouriel Roubini’s Predictions for 2012

Nouriel Roubini’s predictions for 2012 are as dire as the can be. Nouriel Roubini, a.k.a. Dr. Doom, spoke to Bloomberg TV and said “we’......(read more)
Roubini Global Economics

Nouriel Roubini Popularity Index Sent Bearish Signal on Monday

The last time we wrote about Nouriel Roubini’s popularity was at the peak of the stock market. Roubini’s popularity hit multi-year lows just......(read more)
Roubini Global Economics

Nouriel Roubini’s Uneducated Comments About the Turkish Economy

Nouriel Roubini has been consistently bearish throughout the recovery. Roubini’s popularity eroded as his bearish predictions about the U.S.  economy......(read more)
Warren Buffett

Warren Buffett Made $900 Million From This Best Performing Dow Component

American Express (AXP) is the best performing Dow component during the second quarter. AXP increased more than $6 per share or 13.5% since the end of......(read more)
Jim Chanos puppeteer

Jim Chanos is Relatively Bullish About These Stocks

It is rare to have “Jim Chanos“, the legendary short seller, and “bullish” in the same sentence. Not anymore. Two months ago Insider......(read more)
Roubini Global Economics

Roubini Needs a “Perfect Storm” To Stop the Decline in His Popularity

NYU economist Nouriel Roubini is now predicting a perfect storm in 2013 in the global economy (likelihood of 33%). We won’t focus on the accuracy......(read more)
Barack Obama serious

Marc Faber Interview: Here is What Faber is Bullish About

Insider Monkey, your source for free hedge fund data, interviewed Marc Faber during the Ira Sohn Conference. People tend to focus on the “Doom and......(read more)
Jim Chanos puppeteer

Chanos’ Favorite Short Idea: Shorting Green Energy

Earlier today we showed how Jim Chanos made out like a bandit by shorting Chinese stocks. Chanos was on Bloomberg TV yesterday and saying that he was&#......(read more)
Jim Chanos on china map

Journalists Don’t Get Chanos’ China Short Play

Jim Chanos has been short China’s real estate market for the last 18 months. Investors and journalists have been expecting nothing short of a huge......(read more)
Roubini Global Economics

Roubini’s Popularity Is Declining: Bullish For The Stock Market

Roubini Sentiment Index keeps sending bullish signs for the stock market investors.  Insider Monkey, your source for free insider trading data, has shown......(read more)
Jim Chanos puppeteer

Did Jim Chanos Give Up Shorting?

Legendary short seller Jim Chanos recently started going long on certain shares. For the first time Chanos’ Kynikos Associates LP filed a 13F form......(read more)
Facebook Inc (FB), JetBlue Airways Corporation (JBLU)

Top 40 Billionaires Who Made The Most in 2010

The Forbes‘ list of billionaires is nice if one wants to see who has the highest wealth in the world. However, if one wants to see who made the......(read more)
Most Popular Stocks Among Hedge Funds

Is Carl Icahn Bullish or Bearish About The Stock Market?

Carl Icahn sent a letter to his investors announcing that he is returning all outside capital because he doesn’t want to be responsible to limited......(read more)

Jim Rogers: Commodities Will Increase Regardless Of How Economy Performs

Legendary investor Jim Rogers is extremely bullish about commodities. Previously Insider Monkey, your source for free insider trading data, covered Ray......(read more)
Nouriel Roubini Predictions

Roubini’s Popularity Hits Post-Lehman Low, Extremely Bullish for Stocks

Insider Monkey, your source for free insider trading data, has shown that Nouriel Roubini’s popularity has been a reliable sentiment indicator for the......(read more)

Jim Rogers Extremely Bullish on Commodities

Legendary investor Jim Rogers was Larry Kudlow’s guest on tonight’s The Kudlow Report. Jim Rogers started with predicting a $150 per barrel oil. “......(read more)
Roubini Global Economics

Roubini’s Best Investment Ever: 1500% Return in 4 Years

Nouriel Roubini doesn’t give specific investment advice, but he’s repeatedly mentioned that the S&P 500 index is at least 20% overpriced during......(read more)
Jim Chanos on china map

Hedge Funds Short China

China is going through a property boom. The master of short selling, Jim Chanos, questioned China’s real estate investments and said he is now shorting......(read more)
Roubini Global Economics

Roubini Already Regrets $5.5 Million Condo Purchase

Nouriel Roubini recently shelled out $5.5 Million for a condo in the East Village of Manhattan, but he’s now got a case of buyer’s remorse......(read more)
Jim Chanos puppeteer

Jim Chanos: The Master of Short Selling

Jim Chanos is many people’s favorite short seller. He almost singlehandedly vindicated short sellers by revealing the ongoing fraud at Enron and WorldCom......(read more)

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