Category Archives: Funds
The Anatomy Of Hillary Clinton’s $84 Million Money-Laundering Scheme
zerohedge.com / by Tyler Durden / Wed, 12/27/2017 Authored by Dan Backer via Investors.com, In 2014, the Supreme Court ruled in favor of my client, Alabama engineer Shaun McCutcheon, in his challenge to the Federal Election Commission’s (FEC) outdated “aggregate limits,” which effectively limited how many candidates any one donor could support. Anti-speech liberals railed against McCutcheon’s […]
World’s Biggest Pension Fund Fears “Mishandling Of Reverse QE”, Expects Google/Amazon To Become Asset Managers
Japan’s GPIF is the elephant in the room when it comes to investing with about $1.4 trillion of pension assets under the management. In October 2014, the fund announced a dramatic shift in its asset mix, cutting its holdings in domestic bonds to 35% from 60%, increasing international bonds from 11% to 15%, increasing domestic […]
Bloomberg Pronounces The Early Death Of The Traditional Long-Short Hedge Fund Model
Bloomberg has apparently just taken it upon itself to pronounce the early, unceremonious demise of the traditional Long/Short Hedge Fund model after seemingly declaring that stocks will continue to march higher in perpetuity, with minimal volatility, thus rendering traditional financial analysis and stock picking about as obsolete as a Motorola pager from 1982. Of course, […]
A Gift From The Oldies
By Chris at www.CapitalistExploits.at I bumped into a friendly bloke at my local gym last week. Jim is his name. Jim tells me he just started because, and I quote, “my doctor says I’m going to die unless I do something”. Now, I assure you it doesn’t take a doctor to figure this out. One glance in […]
Jim Grant Interviews Alan Fournier: “Pension Funds Are So Desperate For Yield, They’re Systemically Selling Vol…”
zerohedge.com / by Tyler Durden / Dec 3, 2017 In the latest installment of RealVision’s interview series featuring Jim Grant, longtime publisher of Grant’s Interest-Rate Observer, the newsletter publisher sits down with Alan Fournier, the billionaire founder of Pennant Capital, to discuss one of the most widely discussed topics across modern asset markets: Volatility – or rather, the systemic […]
Yield Curve to Completely Flatten in 2018: But How?
themaven.net / by Mike Mish Shedlock / November 17, 2017 The T. Rowe Price Group expects the yield curve to completely flatten in 2018. This is not a surprise as I have been commenting the same way for quite some time. The more important question is how? By yields converging up, down, or a mix? *** […]
Tech Stocks Accounted For 75% Of The Market’s October Return
For some context on the unprecedented dominance of the tech sector on the overall market, here is some perspective from BofA’s Savita Subramanian on October returns, when Tech continued to lead the other ten sectors, generating +7.8% on a total return basis. This translates into a whopping 75% of the S&P 500’s return last month! […]
“They’re Ba-ack!” – Citi Says Synthetic CDOs May Reach $100 Billion In 2017, 5x Increase In 2 Years
35-year-old Jia Chen of Citibank probably has no idea where that title quote above came from. That’s because she was roughly 4 years old when Poltergeist II hit theaters back in 1986… …that said, Citibank, as we noted a few weeks back, has every confidence that Jia is the perfect person to put in charge […]