Silver as an investment

Category Archives: Viking Global

Once Feared, The “Tiger Cubs” Have Become Wall Street’s Prey

Things are rapidly changing for the hedge fund world, and not just in terms of chronically underperforming the S&P, which as the following chart from Goldman demonstrates, they have on 10 of the past 14 years, leading to relentless redemptions… … but also in terms of crushing once pristine, seemingly untouchable reputations. Case in point: […]

Billionaire Capital Turns Into Ghost Town: “Home Contracts Down 80%”, Trophy-Cars Pile Up In Showrooms

It used to be that a quick walk around downtown Greenwich could pass for an exotic car show but those days seem to be coming to an end as hedge fund returns have suffered and, as one jewelry store owner points out, “one doesn’t want to become the next episode of ‘Billions.’”    As recently […]

What Hedge Funds Bought And Sold In Q2: The Full 13-F Summary

Today is the deadline for hedge funds to submit their Q2 13-F filings. Among the more notable changes was the previously reported 55% increase in Warren Buffett's Apple shares, offset by the cut in his Wal-Mart stake; Elliott's addition to stakes in security firms Qualys, Fortinet, CyberArk; ValueAct's new stakes in Morgan Stanley, Seagate; Tiger's […]

ZeroHedge: Here Are The Top Stock Holdings Of The 50 Biggest Hedge Funds

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Now that 13-F reporting season is over, we have the data to compile who bought, who sold, and what the top holdings of the largest hedge funds are. To help in that endeavor, we used the latest Q1 Hedge Fund […]

ZeroHedge: What The Biggest Hedge Funds Did In Q1: The Full 13-F Summary

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. While far less attention is being paid to hedge fund 13F filings, which show a stale representation of equity long stakes among the hedge fund community as of 45 days prior, than in years gone by as a result of […]

ZeroHedge: What Hedge Funds Bought And Sold In Q4: The Full 13-F Summary

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Yesterday was the last day for hedge funds to submit their Q4 13-F filings, and the biggest reactions this morning can be found in the stock of Kinder Morgan which rises 9% pre-mkt after Berkshire reported a new stake. Autodesk […]

Top Hedge Funds Dump Stocks In Q3: Complete 13-F Summary

While the drama that takes place every three months on the 15th of each February, May, August, and November when hedge funds release their long equity holdings disclosures in quarterly 13F filings for the quarter that ended 45 days earlier, is vastly overblown (simply because current holding periods for most speculators are far shorter), 13-F […]

Chanos Vs Icahn: Famous Short-Seller Goes After Icahn’s LNG Exporting Activist Play

Almost exactly one month ago, on August 6, Carl Icahn filed a 13-D revealing that he had built up a 19.4 million, or 8.2%, stake in US natural gas exporter Cheniere Energy (LNG), a position he had started buying on June 10 when the stock was trading in the $70. In the 13-D Icahn stuck […]

Hedge Fund Hotel California: Smart Money Darlings Crash Up To 42% In One Week

Late last week, we reported that as of mid-August hedge funds are set to record their seventh consecutive years of market underperformance (unless the S&P crashes into year end, the Fed does not lose control, and hedge funds actually end up being “hedged”).   Perhaps the main reason for this has been that over the […]

ZeroHedge: Fund Of Funds Implosion Forces Conversion Of Ever More Hedge Funds Into “Long-Onlies”

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. In a world in which the Chief Risk Officer of the formerly free capital markets, Ben Bernanke, has made any downside hedges obsolete (and as a result hedge funds have posted 5 years of returns without outperforming the S&P500), the […]