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MLPs – An Early Christmas Present

MLPs – An Early Christmas Present

MLPs – An Early Christmas Present by Evergreen Gavekal “It is madness to risk losing what you need in pursuing what you simply desire.” – Warren Buffett EVERGREEN VIRTUAL ADVISOR Almost all investors today are in need of better valuations […]

Consolidated learnings @NoonSixCap

Consolidated learnings @NoonSixCap

Consolidated learnings @NoonSixCap good stuff Consolidated learnings: Feedback welcome/encouraged, as always. I plan to update this list over time. pic.twitter.com/hoxVQXbLTE — Noon Six Capital (@NoonSixCap) December 8, 2015

World War 3: Is Russia Strong Enough?

World War 3: Is Russia Strong Enough?

Given the spike in tensions in Syria of late, talk of World War 3 has become inevitable. Despite individual state leaders reaffirming their commitment to fighting the Islamic State in Syria, fissures in bilateral relationships are becoming more pronounced with […]

The (Bursting) of the Bond Manager Bubble

The (Bursting) of the Bond Manager Bubble by LST  US market history seems to be characterized by some form of hero worship at each point of the cycle. You know, the investment managers that the journalists, investment professionals, and (sometimes) general public drool […]

Yahoo! (YHOO) Turnaround Plan: Eric Jackson

Yahoo! (YHOO) Turnaround Plan: Eric Jackson

In 2011, before Dan Loeb announced Third Point’s stake, it was reported that Silver Lake and Marc Andreessen wanted to buy Yahoo for $16.50/share or $18 billion1 § Many commentators on CNBC at the time said this price sounded like […]

Does the Size Premium Apply to Countries?

Does the Size Premium Apply to Countries?

Does the Size Premium Apply to Countries? via Gerstein Fisher Since 1981, the “size premium,” or the tendency for smaller-capitalization securities to outperform their larger-cap counterparts, has been extensively documented in financial literature in the United States.[1] Some studies have […]

SEC Probing Leveraged ETFs

SEC Probing Leveraged ETFs

It’s important to remember that often what you see is not what you get on Wall Street. As Dave Nadig, Director of Exchange Traded Funds for FactSet, points out, leveraged ETFs are an instructive case in point. In his December 12th […]