hit counter
Monday, September 21, 2020

Herbalife Ltd. (HLF): A Changing Message To Distributors?

Herbalife Ltd. (NYSE:HLF) changing their messaging? Both the distributors and Carl Icahn seem confused. We look at the evolving Herbalife message and specifically look...

Wells Fargo and the Incredible Predictability of Deposit Growth

“In the end, banking is a very good business unless you do dumb things.” – Warren Buffett Buffett has been investing in bank stocks since...
Paulson returns Paulson Merger Funds

Paulson Merger Funds On Track In First Quarter

Amid the highest global merger and acquisition quarterly activity in five years, the Paulson Merger Funds low volatility arbitrage strategy returned near 2% in...

A Quant Approach to Buffett’s Investment Style

In his previous blog post Playing the Oracle: What will Berkshire Hathaway Buy Next?, FactSet’s Bryan Adams tried to anticipate Warren Buffet’s next move...
Market Wizard

Market Wizard? Or Close To Blowing Up?

Market Wizard? Or Close To Blowing Up? by Alex Barrow, Macro Ops “And, at any point in time, the richest traders are often the worst traders. This,...
Donald Trump Deregulation

12 Times Donald Trump Disagreed With Warren Buffett

12 Times Donald Trump Disagreed With The Sage Wisdom Of Warren Buffett by Jesse Koltes, The Charlieton Donald Trump has made his business record the...

Howard Marks New Memo DARE TO BE GREAT PART II

Howard Marks New Memo DARE TO BE GREAT PART II embedded below In September 2006, I wrote a memo entitled Dare to Be Great, with...

Asness: It’s Not Data Mining — Not Even Close

Data mining — “discovering” historical patterns that are driven by random, not real, relationships and assuming they’ll repeat — is a huge concern in...

A Cautionary Tale on Municipal Pensions

f you want a full view of what I am writing about today, look at this article from The Post and Courier, “South Carolina’s...
Price Action Promoted Stocks

Promoted Stocks: Like a Cardinal, The Price Action Will Be Red

Promoted Stocks: Like a Cardinal, The Price Action Will Be Red by David Merkel, CFA of The Aleph Blog Okay, let’s roll the promoted stocks scoreboard: Ticker Date...

Are We Complacent or Petrified?

Are We Complacent or Petrified? by A. Michael Lipper, CFA On my recent one-day visit to San Francisco, I chatted briefly with a flight attendant who...
Jeffrey Gundlach

Jeffrey Gundlach: Borrow Infinite Amount At Negative Interest Rates

Slides Jeffrey Gundlach's DoubleLine Total Return Funds webcast. In the 1950s the FOMC Feared Inflation “Inflation is a thief in the night and if we don’t...
NQ Mobile

NQ Mobile Inc Bidder Said To Bail On Talent Agency

NQ Mobile Inc (ADR) (NYSE:NQ) announced on Tuesday that it was formally rejecting what some said was a suspicious non-binding go-private offer from Chinese...
Hedge Funds EM flows

Hedge Funds Lost A Bundle On IT, Cons. Discretionary, Biotech Longs

The March 2014 Hedge Fund Monthly Update from UBS financing services highlights important trends that impacted hedge funds returns by strategy in that month. Hedge...
Responsible Investing

Sustainable And Responsible Investing: Is There A Price To Pay?

February 8, 2016 by Larry Swedroe PDF | Page 2 Consumers can use their market power to demonstrate their aversion to certain business activities by choosing not...