Hottest Links for Tuesday Afternoon the 22nd of July, 2013 (if you missed it make sure to check out Monday’s hottest links). The abridged version as earning season kicks up into full gear. Topics today include; what was the first sign of the slowing economy? Remember Wal-Mart leaked emails?; the great rotation has been met with much skepticism but check out this chart which confirms that it is indeed underway; the Titanic claims another victim (okay not the Titanic itself but the company which sorta owns the assets, PRXI); Was Dan Loeb wrong for selling his stake in Yahoo?
Many have attacked him, but his colleague Whitney Tilson thinks that the attacks are overblown; hyper-inflation has been one of the worst predictions according to Cullen Roche, so should we forget about it? That and more below on hottest links for this Tuesday.
Dov Gertzulin's DG Capital is having a strong year. According to a copy of the hedge fund's letter to investors of its DG Value Partners Class C strategy, the fund is up 36.4% of the year to the end of June, after a performance of 12.8% in the second quarter. The Class C strategy is Read More
Hottest Links: Economy
Is Inflation Over?: [AllianceBernstein, Prag Cap]. Speaking of inflation, how about gold? Destroying the freaks who love precious metals [kid dynamite, Kiddy Dynamite’s World]
Does Q3 weak growth and earnings really Mean You Cannot Make Money? [Brian Langenberg, CFA Institute] and on a related note the Detroit Bankruptcy: Any positives from it? [Mohamed A. El-Erian, CNN]
The Great Rotation Now Undeniable, check out this chart. [Joshua M Brown, The Reformed Broker]. Speaking of bulls, this start up takes on the famous CNBC bull… Start-up Takes on Jim Cramer [Jan Alexander, Institutional Investor]
Wal-Mart Stores, Inc. (NYSE:WMT)’s Sales ‘Disaster’: The First sign? [Paul Vigna, Money Beat]. And any signs that buying Premier EXhibitions had much to do with timing? PRXI claims another victim [Wesley R. Gray, Turnkey Analyst]
Dan Loeb has been attacked by many over his sale of Yahoo! Inc. (NASDAQ:YHOO) shares, but his friend Whitney Tilson comes to his defence. [ValueWalk]