Hedge Fund News: John Paulson, Nouriel Roubini & Jim Rogers

Page 1 of 2

The Stock Tastes of a Few Investment Titans (Barrons)
Hedge-fund legend John Paulson has come up with a second act. And this time, it’s on the long side. Famous for making billions of dollars by shorting the mortgage market ahead of the financial crisis through investments in credit-default swaps, Paulson has also made bad bets, including a big bet on gold in recent years. But according to the Financial Times, Paulson has regained some of his legendary fame in the bull market by going long a collection of financial services stocks, including banks, insurance companies and, less well publicized, asset managers and private-equity firms

best gold ETF

Co-op hedge fund shareholder famous for Argentina battle (Reuters)
U.S. hedge fund Aurelius Capital Management, which will take a stake in Co-op Bank under a rescue plan for the British mutual lender, is also protagonist in a lengthy and bitter court battle over Argentina’s debt default. The New York-based investment firm is among a group of activist investors who will swap bondholdings for equity in Co-op Bank, which has long promoted a commitment to ethical business practices to attract customers. Aurelius, which will be Co-op Bank’s largest hedge fund shareholder under the plan detailed on Monday, has a record of litigation to resolve its disputes.

Iosco report exaggerates hedge fund leverage, critics claim (Risk)
The International Organization of Securities Commissions (Iosco) has come under fire for a new survey that suggests UK hedge funds are, on average, 37 times geared – a figure based on a methodology that overstates derivatives exposure, critics say. The survey, published on October 21, uses the concept of gross leverage ratio, which is calculated by dividing gross notional exposure by net assets under management. Gross notional exposure is defined as the absolute sum of all long and short positions, including gross notional exposure for derivatives.

Goldman Sachs to BofA Are Said to Trade With SAC After Plea Deal (Bloomberg)
Goldman Sachs Group, Inc. (NYSE:GS), JPMorgan Chase & Co (NYSE:JPM) and Bank of America Corp (NYSE:BAC) are among Wall Street firms still catering to SAC Capital Advisors LP after the hedge fund agreed to plead guilty to insider trading charges. The banks, which also include Morgan Stanley (NYSE:MS), continue to provide trading and prime-brokerage services to SAC, said people briefed on the matter, who requested anonymity when discussing specific clients. The hedge-fund firm, run by billionaire Steven A. Cohen, agreed yesterday to pay $1.8 billion — a record penalty for insider trading — to settle allegations it illicitly reaped hundreds of millions of dollars since 1999.

Why Warren Buffett won’t buy Twitter (MarketWatch)
It’s widely assumed that Warren Buffett doesn’t invest in technology stocks, but in recent years, this belief has contrasted with reality. After accounting for 0% of his equity portfolio at the end of 2010, the tech sector now makes up one sixth of Buffett’s stock holdings. At Insider Monkey, we believe that hedge funds and other prominent investors’ best stock picks exhibit market-beating potential, so it’s worth paying attention to these developments.

Hedge Funds Add 1.2% In Oct. (Finalternatives)
Hedge funds posted across-the-board, if underwhelming, gains in October, according to an industry benchmark. Hedge Fund Research’s HFRX Global Hedge Fund Index rose 1.2% last month and is up 5.54% on the year. By contrast, the Standard & Poor’s 500 Index added about 4.75% in October and is up over 20% on the year. Each of the 16 strategy and substrategy indices in the HFRX suite were in the black last month, led by master-limited partnerships, which returned 2.31% (20.77% year-to-date).

We’re definitely in a bull market: Pro (CNBC)

Page 1 of 2
blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

Shopaholics Rejoice: The 12 Biggest Malls in the World

Fright Night: 10 Horror Movies Based on True Stories

Mach Mania: The 10 Fastest Jets in the World

Military Heavyweights: The 10 Countries with the Most Tanks

All In: The 7 Richest Poker Players in the World

Abracadabra: The 10 Best Magicians in the World

The 10 Richest Asian Countries in the World in 2014

Eyes in the Sky: 10 Things You Need to Know About Drones

Rising Stars: The 6 Best Silicon Valley Startups

Military Muscle: The 5 Most Advanced Armies in South America

All that Glitters: The 7 Most Luxurious Jewelry Brands in the World

5 Things You Didn’t Know About ISIS but Should

Empowering Your Money: The 5 Best Energy Stocks to Invest In

The 11 Best Android Apps You Can’t Get on iOS

The 10 Most Important International Conflicts in 2014

Mood Enhancers: The 20 Most Uplifting Songs of all Time

Lover Beware: The 8 Countries that Cheat the Most

Breath of Fresh Air: The 25 Countries with the Best Air Quality on the Planet

Singles Beware: The 8 Worst Mistakes Made on First Dates

Healthy and Happy: The 10 Countries with Lowest Healthcare Costs

The 6 Best Company Team Building Activities to Build Workplace Camaraderie

Ships Ahoy: The 10 Busiest Shipping Ports in the World

10 Productivity Tips to Save You Time and Help You Do More With Less

Grab a Bite: The Most Popular Fast Food Restaurants in America

Friday Night Thirst: The 10 Most Popular Cocktails in the World

The 6 Greatest Unsolved Mysteries We May Never Figure Out

7 Useless Products You Never Should’ve Bought

The 5 Reasons Why You’re Single and Miserable

The 7 Most Addictive Foods in the World We Can’t Stop Eating (Even Though We Should)

5 Amazing Places You Can Swim with Dolphins

The Top 7 Most Livable Countries In The World

The 10 Most Expensive Baseball Cards Ever Pulled From A Pack

The 5 Easiest Second Languages to Learn for English Speakers

Silver Spoon: The 6 Richest Families in the World

The 20 Countries with the Largest Prison Populations in the World

The Top 10 Richest Actors in the World

The 10 Best Airline Stocks to Invest In Before They Fly Too High

Burger Kings: The 10 Most Expensive Burgers in the World

The 10 Most Ethnically Diverse Countries in the World

The 10 Most Exclusive Credit Cards in the World

The 10 Most Expensive Cruise Ships in the World

The 10 Fastest Supercomputers in the World

The 10 Best Countries for Doing Business 2015

6 Most Expensive Fruits In The World

10 Worst Airlines in the World

The 10 Biggest Tax Havens in the World to Stash Your Money

The 15 Most Murderous Countries in the World

10 Largest Colleges in the World: Bigger Isn’t Always Better

Comedians in Cars Getting Coffee: The 6 Comedians Seinfeld Needs to Interview

Easy Money: The 10 Most Successful Investors in the World Today

Subscribe

Enter your email:

Delivered by FeedBurner

X

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 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!