Me: The world owes over US $ 247 Trillion. Also me: Whom do we owe it to – The Decepticons? Yeah, that’s an old joke repackaged with new figures, but the figures are real, or an estimated real as no […]
Business
Housing Has The Recession At Least 3 Years Off
Housing took center stage this past week. Housing starts, new and existing home sales, and Case-Shiller home prices gave us an idea of what the American housing market looks like. Question: If you had to guess what stage of the […]
Whitney Tilson Takes Up His Next Crusade – Lumber Liquidators In China
Whitney Tilson’s email to investors discussing Paul Midler’s new book, titled, “What’s Wrong With China” and the American trade war on Chinese growth. 1) Greetings from Shanghai! I just arrived on the first stop of my one-week, three-city trip in Asia, […]
Coho Capital Loves Walt Disney And Facebook Stock
Coho Capital has been doing much better than many of the hedge funds we cover. While overall hedge fund data from sources like Eurekahedge has pointed to lackluster or nonexistent gains for most funds, Coho gained 14.2% in the first […]
Seeking Alpha In Bitcoin Or Ethereum? Try Cryptocurrency Hedge Funds
Cryptocurrency hedge funds are still a fairly new investment vehicle, but we’re already getting a pretty good idea of how they stack up against simple passive investments in two common underlying currencies. The bitcoin price and ethereum price have both […]
U.S. Foreign Profits Look Sturdy – At Least For Now
Gross corporate profits from the rest of the world hit a record high this year, but slower global growth, a stronger U.S. dollar, and a world increasingly disenchanted and disillusioned with America could weigh on U.S. foreign profits over the […]
Open Square Capital Up 113% YTD On Energy Bets
Open Square Capital commentary for the third quarter ended September 30, 2018. Dear Limited Partners, We’ve been watching ripples form, small at first, but gaining in size. As drops of realization fall into the market signaling an impending oil shortage, […]
The Influence Of Activism: Ackman Aims To Fix Starbucks’ Management
Bill Ackman’s much-derided investment in Starbucks might just represent the influence of activism, not its impotence. News broke this Tuesday that the Pershing Square Capital Management boss had taken a more than 1% stake in the coffee chain, which was […]
Activism Insight: An Interview With Bruce Goldfarb, CEO of Okapi Partners
An interview with Bruce Goldfarb, president and CEO of Okapi Partners from the 2018 Shareholder Activism Insight. Room to grow – An interview with Bruce Goldfarb, president and CEO of Okapi Partners. Activists do not seem to believe that the […]
Are U.S. Small-Cap Stocks A Safe Place To Hide From A Trade War?
With a suite of global trade conflicts seeming to worsen by the day, investors are acknowledging that we could be heading into a period of serious disruption, and by this, they are scouring their portfolios for opportunities to protect themselves. […]
