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.
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.
Seth Klarman Talks to Charlie Rose About Value Investing
Seth Klarman, founder and manager of the Baupost Group, was recently interviewed by Charlie Rose.
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 32.85 million.
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 are not distributed evenly...
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.
Hedge Funds Look to North Korean Bonds
Hedge fund managers are always on the lookout for investment opportunities, and now is no different.
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 debt load, Quiznos will ...
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.
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 could run out of money during the second...
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.
Wintergreen’s David Winters on Value-Investing
David Winters recently explained "his market and peer beating global strategies" on Consuelo Mack WealthTrack (ValueWalk).
BlueCrest and Brevan Howard Buck Low Hegde Fund Performance Trend
November may have been the worst month since the bankruptcy of the Lehman Brothers for the average hedge fund, but the range of hedge fund performance is briader than most investors...
Warren Buffett Goes Solar, Second Deal This Month
On December 7, his MidAmerican Energy Holdings, which is a subsidiary of Berkshire Hathaway, agreed to purchase the $2 billion Topaz power plant in its entirety from First Solar...
AQR Manager Asness Moves into Mutual Funds
AQR Capital Management founder Cliff Asness is a high-flyer.
‘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, but by New York Mets owner ...
Steven Cohen Likes These Fund Managers
Reuters is publishing parts of Steve Cohen's sworn deposition testimony in Fairfax Financial case.
George Soros Donated More than $550M over the Last 10 Years
Over the last 10 years, he has donated more than $550 million to such causes, reports Fox News.
Hedge Funds Move Away from Oil Stocks
There was the Deepwater Horizon and the tragedy in the Gulf.
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.
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 afternoon.
D. E. Shaw Reportedly in Talks to Buy Large Stake in China’s TEDA
David E. Shaw's $21 billion fund D.E.
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 formerly owned by MF Global Holdings...
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: 1.
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).
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.
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.
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 ought to be restructured...
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.
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.
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.
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.
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 3 months ago.
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 turned out wrong.
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 March.
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.
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 of Roubini's predictions.
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.
Chanos’ Favorite Short Idea: Shorting Green Energy
Earlier today we showed how Jim Chanos made out like a bandit by shorting Chinese stocks.
Journalists Don’t Get Chanos’ China Short Play
Jim Chanos has been short China's real estate market for the last 18 months.
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 that Nouriel Roubini...
Did Jim Chanos Give Up Shorting?
Legendary short seller Jim Chanos recently started going long on certain shares.
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.
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 partners through another possible...
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 Dalio's CNBC interview.
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 most part of the past ...
Jim Rogers Extremely Bullish on Commodities
“It’s not going to $150 this week or this month, but the surprise is going to be how high the price of oil stays,” said Rogers.
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 the recovery.
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 China.
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.
