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GreenWood Investors 3Q18 Letter: Time To Simplify

GreenWood Investors letter for the third quarter ended September 30, 2018, titled, “Time to Simplify.....»»

Category: blogSource: valuewalkOct 11th, 2018

Third Point 3Q18 Investor Letter: The Good Place

Third Point letter to investors for the third quarter ended September 30, 2018. Review and Outlook In the hit NBC television show The Good Place, (spoiler alert!) the audience is led to believe that a group of people w.....»»

Category: blogSource: valuewalkNov 9th, 2018

The Tell: Dennis Gartman: ‘It is time to sell... finally’

When we checked in with Dennis Gartman of the Gartman Letter back in the summer, he wrote about how investors could potentially see “stunning” gains that carry the Dow Jones Industrial Average past 30,000. He’s not so bullish these days......»»

Category: topSource: marketwatchNov 8th, 2018

Q3 2018 Letter: Time To Simplify

Q3 2018 Letter: Time To Simplify.....»»

Category: topSource: seekingalphaOct 15th, 2018

Letter to BS: Investors shun bonds of banks under RBI"s PCA

For the first time, even the government guarantee is being viewed warily by promoters who wish to study their liquidity ratings and credit worthiness before investing.....»»

Category: topSource: business-standardMay 20th, 2018

Crescat Capital Q1: Why China And The Yuan Are Going To Burst Big Time

Crescat Capital Q1 letter to investors below on China With the Fed locked into a rate hike and quantitative tightening plan in the face of rising inflationary pressures in the US, the next several months and quarters should prove an [R.....»»

Category: blogSource: valuewalkMay 12th, 2018

GreenWood Investors 1Q18 Letter: A Builder’s Approach To Public Markets

GreenWood Investors letter for the first quarter ended April 30, 2018;titled, “A Builder’s Approach To Public Markets.” Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital A Builder’s .....»»

Category: blogSource: valuewalkMay 11th, 2018

Investors Management Corporation 2017 Annual Letter – Investing Like an Industrialist

Investors Management Corporation annual letter for the year ended December 31, 2017. Long-time readers are likely familiar with Connor Leonard, but for those who don’t know him, Connor is a good friend of mine who runs the public securities portfolio.....»»

Category: blogSource: valuewalkApr 24th, 2018

NewsWatch: Stock investors, you have now been warned for the last time

There are six warning signs that the bull market in U.S. stocks will soon be over......»»

Category: topSource: marketwatchDec 15th, 2018

Outside the Box: Stock investors, you have now been warned for the last time

There are six warning signs that the bull market in U.S. stocks will soon be over......»»

Category: topSource: marketwatchDec 14th, 2018

Credit Markets: Investors To Face A Challenging Time After 10 Years Of "Easy Money"

Credit Markets: Investors To Face A Challenging Time After 10 Years Of "Easy Money".....»»

Category: topSource: seekingalphaDec 14th, 2018

Time to Sell Under Armour (UAA) Stock?

Shares of Under Armour (UAA) plummeted over 10% Wednesday as investors signaled their displeasure with the sportswear firm's long-term guidance i.....»»

Category: personnelSource: nytDec 12th, 2018

"The Economy Is Slowing": Jeff Gundlach Live Webcast

One month after Jeff Gundlach's latest webcast issued a stern warning to corporate bond investors, warning at just the right time that both corporate and high-yield bonds are at or close to their most extreme levels of overvaluati.....»»

Category: blogSource: zerohedgeDec 11th, 2018

The US Economy Still Looks Good

Ben Strubel’s letter to investors for the month of December 2018, titled, “The US Economy Still Looks Good.” Dear Investors, The market frequently goes from peri.....»»

Category: blogSource: valuewalkDec 11th, 2018

Dell Wins Shareholder Vote to Return to Public Markets

Dell Technologies won a shareholder vote to return to public markets, putting founder Michael Dell on the winning side of a transformative transaction that polarized investors for the second time in five years......»»

Category: topSource: moneycentralDec 11th, 2018

Markets on edge as Brexit uncertainty hits new highs

It's crunch time for Brexit, and investors will be on high alert in the run-up to Christmas......»»

Category: topSource: foxnewsDec 10th, 2018

RA Capital Was Wrong about Achillion Pharmaceuticals, Inc. (ACHN): Is it Time To Buy?

The elite funds run by legendary investors such as Dan Loeb and David Tepper make hundreds of millions of dollars for themselves and their inv.....»»

Category: topSource: insidermonkeyDec 8th, 2018

Economic Preview: Bridge to nowhere? Some doubts on U.S. economy justified, doom and gloom is not

Just a few months ago, investors drove the U.S. stock market to an all-time high. Now they’re scurrying for the off-ramp and showing fresh doubts about economy. Have things really gone south that fast?.....»»

Category: topSource: marketwatchDec 8th, 2018

Licking their wounds, fund managers prep for rally in "19

With bond and equity markets from the United States to emerging markets all on pace to lose money this year, investors have not seen this much red on their screens since 1972, the last time no asset class returned at least 5 percent......»»

Category: topSource: reutersDec 8th, 2018

The Top Ten Bits Of Unfinished Business Of Activists

December is clearly a time for gorging. Even outside of the season’s many holiday parties, activist investors will be busy trimming old positions to boost their year-end returns or book tax losses and buildi.....»»

Category: blogSource: valuewalkDec 7th, 2018

Guggenheim Sees Several Internet Stocks Rising---but Not Snap

The problem, according to analyst Michael Morris, is that Snap is a messaging company at a time when investors want advertising-revenue growth......»»

Category: topSource: barronsDec 7th, 2018