Mark Yusko, CEO of Morgan Creek Capital Management, offers a quarterly review (see full PDF here) of U.S. and global financial markets. One of his topics in this quarter’s review was QE – why it happened, what it really means, how […]
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Oracle Corporation (NYSE:ORCL) shareholders may be getting ready for a fight as dissatisfaction with CEO Larry Ellison’s high pay continues to grow, report Joann S. Lublin and Shira Ovide for The Wall Street Journal. The company will have its annual meeting […]
As investors, we do not believe in forecasting stock markets or stock prices on individual stocks. Instead, we approach investing as the process of calculating intrinsic value based on fundamentals. To us, the most important fundamental to be considered when […]
BAML is out with their latest hedge fund report. Last week we reported how the hedge funds have lagged on the S&P 500 (INDEXSP:.INX), but their performance is still highly correlated to the index. The latest report highlights how hedge funds are inclining […]
The third quarter earning session began Tuesday night with Alcoa Inc. (NYSE:AA) reporting its Q3 earnings. If Wall Street analysts are to be believed, it will be the first time since Q3 2009 where profits of S&P 500 companies are […]