MARKETS

Gundlach on Japan, QE, Apple, and Bond Market

Gundlach on Japan, QE, Apple, and Bond Market

Jeffrey Gundlach sat down with Reuters Hedge World earlier this week and discussed his outlook for a variety of markets and economic conditions. Much of [...]

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Li Lu Presentation to FAME

Li Lu Presentation to FAME

Li Lu, founder and chairman of Himalaya Capital Management, is a prominent investor who has somewhat flown under the radar. Berkshire Hathaway’s Charlie Munger is a strong supporter of [...]

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Paul Tudor Jones Documentary “Trader”

Paul Tudor Jones Documentary “Trader”

This is a rarely seen documentary on Paul Tudor Jones that was done by PBS in 1987. The video has appeared off and on in [...]

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Fragility and the Fat Tails

Fragility and the Fat Tails

One of the most neglected discussions in all of finance regards fragility, which results in incredible volatility in the investing space.  Investors typically work to [...]

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Passive Investing Evidence

Passive Investing Evidence

SensibleInvesting.TV put together a great video of interviews and insight from top academics and investment industry professionals, summarizing the value of passive investing and challenging [...]

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Hedge Fund Real Estate Activity

Hedge Fund Real Estate Activity

In today’s note, Art Cashin (UBS Director of Floor Operations at NYSE) commented on hedge fund activity in the real estate space over the past [...]

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Jeremy Grantham Interview with Charlie Rose

Jeremy Grantham Interview with Charlie Rose

Jeremy Grantham sat down with Charlie Rose earlier this week to discuss his economic and investing outlook. Grantham is GMO‘s cofounder and chief investment strategist [...]

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Tech Value Trap

Tech Value Trap

Philippe Laffont of Coatue Capital Management discussed the tech space and why Buffettologies don’t apply to this sector on Bloomberg TV earlier today. [Photo: seantoyer/Flickr]  

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Shilling is Bullish on Treasuries & USD

Shilling is Bullish on Treasuries & USD

Gary Shilling recently spoke with Steve Forbes about financial deleveraging and his investing outlook, citing treasuries, the USD, consumer staples, and North American energy as [...]

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Eric Sprott on Gold Dynamics

Eric Sprott on Gold Dynamics

Eric Sprott recently spoke with Greg Hunter about his expectations for gold, based on supply and demand drivers in relation to central bank spending and [...]

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An Open Letter to Mary Jo White

An Open Letter to Mary Jo White

Reposted from the Themis Trading Blog: Dear Mary Jo, Congratulations on your nomination for SEC Chairman.  As you may know, we at Themis Trading are, and [...]

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Tuesday Recap & Evening Reads

Tuesday Recap & Evening Reads

Market performance stalled as all major indexes closed down for the second day in a row. On a positive note, Alcoa (AA) hit earnings estimates [...]

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Stocks Fall as New Year’s Rally Fizzles

Stocks Fall as New Year’s Rally Fizzles

All major indexes closed lower today on what many are calling as the end to last weeks rally. Corporate earnings season kicks off tomorrow with Alcoa [...]

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Bank of America Resolves Mortgage Nightmare (sort of)

Bank of America Resolves Mortgage Nightmare (sort of)

Bank of America has reportedly agreed on a $11.6 billion dollar settlement with mortgage financier Fannie Mae. The deal includes a $3.55B cash payment and $6.75B repurchase [...]

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Stocks Finish a Strong Week

Stocks Finish a Strong Week

Markets were up today, with the S&P reaching a 5yr high and closing at 1,466.47. S&P 500 closed at 1,466.47, up 0.49% Dow closed at 13,434.13, up 0.32% NASDAQ [...]

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Market Wrap Up & Thursday Evening Reads

Market Wrap Up & Thursday Evening Reads

Stocks fell today on concerns over recent FOMC minutes, where some policy makers indicated the likely end to bond purchases ($85B per month) sometime in [...]

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Wednesday Evening Reads

Wednesday Evening Reads

Markets rallied today on the heels of the Fiscal Cliff resolution, with all major indexes closing 2 to 3% higher. DJIA closed at 13,412.50, up 2.35% [...]

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How the Grinch Stole Returns

How the Grinch Stole Returns

When Ben was younger, his family always gathered around the fire and enjoyed Christmas movies together. Ben’s favorite was “How the Grinch Stole Christmas.” They didn’t [...]

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Tuesday Evening Reads

Tuesday Evening Reads

  The Latest on NGDP Targeting From the WSJ via Money Illusion NYSE exec says exchanges moving closer to “kill switch” via Reuters Stock Market [...]

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Optimism Pushes Stocks Higher

Optimism Pushes Stocks Higher

All major indexes closed up today on hope of a fiscal cliff resolution and signs of economic growth, pushing gold prices lower. DJIA closed at [...]

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