Andrew Ross Sorkin Is DEAD WRONG About Ackman’s JC Penney Loss
Michael J. De La Merced and Andrew Ross Sorkin wrote an article about Dan Loeb and Bill Ackman yesterday. Andrew Ross Sorkin is pretty close to Ackman......(read more)
We Disagree
Why Stephen Taub is Dead Wrong About Following Hedge Funds’ 13F Filings
Here at Insider Monkey, we’re big believers of imitating the smart money. Over at Institutional Investor’s Alpha, Stephen Taub penned an article......(read more)
Did a Misunderstood Report Cause Facebook Inc (FB) to Fall This Morning?
Facebook Inc (NASDAQ:FB)‘s stock price has been booming over the past three months, up almost 20% at the time of this writing. With no earth-shattering......(read more)
Here is Why You Shouldn’t Buy My Book!
By Tadas Viskanta Meena was nice enough to ask me to write a post for Insider Monkey on the following topic: “Here is Why You Should Buy My Book.”......(read more)
The Stock Market Will Go Up By 58% Over The Next 10 Years: SPDR S&P 500 ETF Trust (NYSEARCA:SPY)
The most common way to determine if stock market returns are overpriced or cheap is to use P/E ratios. The two schools of thought include that of ......(read more)
Black Friday Recap: Did Apple Inc. (AAPL) Really Dominate Microsoft Corporation (MSFT)?
Apple Inc. (NASDAQ:AAPL) is incessantly compared to Microsoft Corporation (NASDAQ:MSFT), and rightfully so, but a recent analysis by Piper Jaffray’......(read more)
Physical Copper ETFs? Not So Fast
For more than two years now, issuers like JP Morgan and iShares have been battling to bring physically-backed copper ETFs to the markets. At first glance......(read more)
Be Careful of This Latest Apple Inc (AAPL) Rumor
Apple Inc (NASDAQ:AAPL) is the most widely discussed company on the Internet today. That’s no surprise. With the world’s largest market cap......(read more)
Telecom Argentina: Don’t Be Worried About Nationalization
In today’s financial world, it’s as important as ever to track how the world’s most successful money managers are allocating their portfolios......(read more)
What Percentage of Hedge Fund Profits Are Pocketed by Managers?
What percentage of hedge fund profits are pocketed by hedge fund managers? Reuters published an article yesterday with the following title: “Managers......(read more)
Here is How Goldman Sachs Screwed Its Clients and Ripped Their Eyeballs Out
It’s Christmas again for financial journalists. Greg Smith, a Goldman executive director, resigned today in a New York Times “opinion”......(read more)
Ray Dalio Isn’t the Highest Paid Hedge Fund Manager in 2011
Forbes declared that Ray Dalio was the highest paid hedge fund manager in 2011. We disagree. If you are paying capital gains taxes on your income, what......(read more)
Are Goldman Sachs’ Predictions Accurate?
CNBC reports that Goldman Sachs is predicting that the US has a 40% chance of entering another recession – that is two or more quarters of negative......(read more)
Bill Ackman Has No Edge Whatsoever in Currency Trading
Bill Ackman has no edge whatsoever in currency trading, yet he made a big call on long Hong Kong Dollar today. I hope he’s using options on the......(read more)
Fickle FX Concepts’ John Taylor Expects U.S. Recession, Bullish About Turkish Lira
The world’s largest currency hedge fund manager was on CNBC this morning. John Taylor has $8 Billion under management and returned nearly 13% in 2010......(read more)
