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Wedgewood Partners 1Q18 Commentary – Hello Volatility, My Old Friend

Wedgewood Partners commentary  for the first quarter ended March 31, 2018; titled, “Hello Volatility, My Old Friend, I.....»»

Category: blogSource: valuewalkApr 16th, 2018

Wedgewood Partners Q1 2018 Client Letter - Hello Volatility, My Old Friend, I"ve Come To Talk With You Again

Wedgewood Partners Q1 2018 Client Letter - Hello Volatility, My Old Friend, I"ve Come To Talk With You Again.....»»

Category: topSource: seekingalphaApr 17th, 2018

David Rolfe: Wedgewood Partners 1st Quarter 2018 Client Letter

Hello volatility, my old friend, I’ve come to talk with you againCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 04/15/2018)Related Stocks: VRSK, TSCO,.....»»

Category: worldSource: nytApr 16th, 2018

Black Bear Value Partners LP 1Q18 Commentary

Black Bear Value Partners LP commentary for the first quarter ended March 31, 2018. “Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” -Sam.....»»

Category: blogSource: valuewalkApr 11th, 2018

Vilas Fund, LP 1Q18 Letter To Partners – #28 Since Inception, Long Pharma

Vilas Fund, LP letter to partners for the first quarter ended March 31, 2018. See 2017 Hedge.....»»

Category: blogSource: valuewalk1 hr. 17 min. ago

Mittleman Investment Management 1Q18 Commentary

Mittleman Investment Management 1Q18 Commentary.....»»

Category: topSource: seekingalphaApr 13th, 2018

Mittleman Investment Management 1Q18 Commentary

Mittleman Investment Management 1Q18 Commentary.....»»

Category: blogSource: valuewalkApr 12th, 2018

Ruffer Investment 1Q18 Commentary – VIX To Rocket Again

Ruffer Investment commentary for the first quarter ended March 31, 2018. The markets have lost their sense of invincibility, but it has not resulted in an up-quarter at Ruffer. True, stock mar.....»»

Category: blogSource: valuewalkApr 11th, 2018

How Higher Volatility And Lower Returns Can Be Good For Active Managers

Portfolio Manager Chuck Royce and Co-CIO Francis Gannon review 1Q18 and detail why they still favor profitable small-cap cyclicals wi.....»»

Category: blogSource: valuewalkApr 11th, 2018

Breslow: "Everyone But Me Seems Sure They Know How Things Will Play Out"

If there is a recurring theme among trader commentary this morning - and over the past few days as market volatility has come back with a vengeance and as stock.....»»

Category: blogSource: zerohedgeApr 5th, 2018

Vltava Fund 1Q18 Commentary – Of Robots And Men

Vltava Fund commentary for the first quarter March 31, 2018; titled, “Of Robots And Men.” See 2017 Hedge Fund Letters. One of the great themes of r.....»»

Category: blogSource: valuewalkApr 5th, 2018

Royce Funds Commentary: Volatility Is Back—And Probably Here to Stay

Co-CIO Francis Gannon thinks investors should tune out the noise of volatility.....»»

Category: dealsSource: nytApr 2nd, 2018

Use volatility as a friend, increase allocation to equities: Rajesh Saluja

The managing director & chief executive officer of ASK Wealth Advisors believes that stocks will get re-rated as earnings catch up.....»»

Category: topSource: business-standardMar 22nd, 2018

Volatility Shifts Gears

Brandywine Asset Management commentary for the month of February 2018, titled, “Volatility Shifts Gears.” Check out our H2 hedge fund letters here. St.....»»

Category: blogSource: valuewalkMar 10th, 2018

Sui Generis Canada Partners Feb Letter – Short Enbridge & DHX Media

Sui Generis Canada Partners LP Fund Commentary for the month of February 2018. The Sui Generis Canada Partners LP fund was down 0.20% for the Class A Lead Series during February 2018,.....»»

Category: blogSource: valuewalkMar 9th, 2018

Volatility Can Be The Friend Of The Patient Long-Term Investor

Volatility Can Be The Friend Of The Patient Long-Term Investor.....»»

Category: blogSource: valuewalkFeb 22nd, 2018

Annual Market update for 2017

Good Morning, I wanted to share the market commentary from a dividend growth investor friend of mine, who manages money. This is not a paid post, and I do not receive any compensation from him. Rather, I hav.....»»

Category: blogSource: dividendgrowthinvestorFeb 17th, 2018

Stock market volatility good for firm: Howard Lutnick

Higher interest rates and the tax cut are positives, the CEO of BGC Partners says......»»

Category: topSource: foxnewsFeb 9th, 2018

Money Brain: Selling your stocks now will only lock in losses

Market volatility is a value investor’s best friend, writes Gary Smith......»»

Category: topSource: marketwatchFeb 8th, 2018

"Make Volatility Your Asset", Until You Get A Letter Like This

Yesterday, we introduced readers to the $550 Million LJM Partners: a Chicago-based vol-selling fund, wh.....»»

Category: blogSource: zerohedgeFeb 7th, 2018

Chicago Vol-Selling Fund Blows Up, Down More Than 50% After "Significant Losses"

According to its website, the Chicago-based LJM Partners fund invests in "volatility strategies" with an emphasis o.....»»

Category: blogSource: zerohedgeFeb 6th, 2018