We Told You Polls Are Wrong, Don’t Act Surprised!
On October 10th I published an article with the title “Polls Are Wrong: Trump Will Deliver Another Stunning Upset“. Here is what I said: &#...
We Disagree
Polls Are Tightening: Trump Will Deliver Stunning Upset (Update 2)
This is my second follow-up article about the presidential election polls and predictions about the election results. You can read the last article here...
Polls Are Biased: Trump Will Again Deliver A Stunning Upset (Update 1)
This is my follow-up article about the presidential election polls and predictions about the election results. You can read the first article here. The...
Polls Are Wrong: Trump Will Deliver Another Stunning Upset
Who will win the presidency? I love data. I look at it and try to predict the future. You probably don’t know much about me, so let me introduce...
Who Will Win The Presidency? Here is Our Verdict
We continue our state-by-state analysis below. You can find our reasoning and predictions for the other states here. 22. Massachusetts Fivethirtyeight...
Avoid Billionaire Nelson Peltz’s Top 5 Stock Picks
A few weeks ago billionaire Nelson Peltz’s Trian revealed its 13F portfolio. Nelson Peltz has a great reputation as a long-term activist investor. Probably...
10 Coronavirus Predictions From The Analyst Who Predicted The Coronavirus Crash
I hate to say this but, I told you so. On the morning of February 27th I published an article with the title “Recession is Imminent: We Need A Travel...
What??? Are Hedge Fund Hotels Really Getting Liquidated?
We have been covering hedge funds for the last 8 years and noticed that for the most part financial journalists love to bash hedge funds. When the bull...
Nelson Peltz, PPG, PG, GE: What Trump Gives Trump Takes Away
Most of the time investors don’t get hurt badly when they don’t pay attention to macro developments. That’s because business cycles...
Does Seth Klarman Have Any Plans Regarding Viasat Inc (VSAT) At All?
Seth Klarman’s Baupost controls more than 23% of Viasat Inc (NASDAQ:VSAT)’s outstanding shares. Baupost has been a decade long investor in...
Is Howard Hughes Corp (NYSE:HHC) Really An Attractive Long-Term Investment?
If you owned 7.6 million shares of a stock that is trading at about $130 per share and you wanted to get rid of your shares because the stock’s...
Mighty Elliott Associates’ Failed Mednax Inc. (NYSE:MD) Activist Campaign
Paul Singer’s Elliott Associates built a reputation as one of the fiercest activist hedge funds in the investment world. You can easily find an...
Here’s How Cliff Asness Sounds When His Quant Strategies Are Failing
Cliff Asness believes in momentum in stock prices, but does he believe in momentum in investment strategies? His PhD thesis was about momentum in stock...
Best Stocks To Buy Right Now According To Best Performing Hedge Funds
Hedge funds used to be extremely good at investing 15-20 years ago. They were delivering amazing returns and charging 2 and 20 or more. There weren’...
Morgan Stanley’s 10 Best Fresh Money Stocks To Buy
This article continues Insider Monkey’s analysis of how well recent stock recommendations from leading investment banks and advisory firms have...
Einhorn Isn’t Mystified Nor Befuddled By Greenlight Capital’s Large Losses
Greenlight Capital’s 2018 Q1 investor letter is out. You can download a copy on our site. Following the release of this letter, NY Post said the...
Bloomberg Is Wrong About Hedge Funds Dumping Facebook and Google
Yesterday I saw a lazy article on Bloomberg with the title “Hedge Funds Are Dumping Facebook and Google”. The article mentioned the names...
Tiger Global Didn’t Lose 22% Because of Netflix, Amazon, or Apple
According to Wall Street Journal, Chase Coleman’s Tiger Global hedge fund lost 22% during the first quarter. Here is an excerpt from the article...
Jonathan Burton and Birinyi Associates Are Wrong About Sohn Conference Returns
Yesterday Jonathan Burton published an article about the Sohn Conference returns based on a note from Birinyi Associates. “Last year’s stock picks...
NY Times is Dead Wrong About Warren Buffett
I am not a member of a “Warren Buffett cult” that thinks Warren Buffett is an investing God. I admire Warren Buffett for the right reasons...
Apple Inc. (AAPL): How Government Becomes a Parent
Editor’s Note: This is opinion and commentary by the writer. The opinion expressed in this piece is not necessarily that of Insider Monkey or its...
Can You Still Get Rich With LinkedIn?
Although many dream about getting rich by betting on tech stocks, LinkedIn Corp (NYSE:LNKD) does not seem to provide this opportunity any longer. There...
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...
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...
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...
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.”...
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 ...
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’...
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...
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...
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...
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...
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”...
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...
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...
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...
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...
