Money and Finance
Latticework of Mental Models: Deprival Super Reaction Tendency (LINK)
Hedge Funds Gear Up for Another Big Short [H/T Will] (LINK)
BeyondProxy Interview with Clarkston Capital Partners (LINK)
Nut-Bashing Monkeys Offer Window Into Human Evolution (LINK)
A New Blue Marble - By Scott Kelly [who is also great to follow on Twitter] (LINK)
- Buffett Widens Lead In $1 Million Hedge Fund Bet
Link to: Buffett widens lead in $1 million hedge fund betFORTUNE -- Results are in for the sixth year of the competition sometimes called the $1 million bet, and Warren Buffett -- once a piteous straggler in this 10-year wager on stock market performance...
- Mutual Fund Observer: April 1, 2013 Commentary
Found via Abnormal Returns. One addition I'd add to the list in the commentary is the Martin Focused Value Fund (MFVRX), which I believe is a little over 90% cash right now. For those interested in other managers who’ve followed Mr. Cinnamond’s...
- Are Retail Investors ‘fleeing’ Stocks? – By Jason Zweig
Make no mistake: Individual investors are selling more U.S. stocks than they are buying, as my colleague Jack Hough pointed out this weekend. But it’s wrong to rely on mutual funds as the sole or primary indicator of retail flows into or out of U.S....
- Dalio Takes Hedge Crown From Soros
Ray Dalio has overtaken George Soros as the world’s most successful hedge fund manager after his Bridgewater Pure Alpha fund made $13.8bn for investors last year. The profits made by the Connecticut-based Pure Alpha – already the world’s biggest...
- Too Much Of A Good Thing
The risks created by complicating a simple idea ANY industry would be proud of an average annual growth rate of 34% over ten years and of a global reach from Austria to Taiwan. But the headlong expansion of exchange-traded funds (ETFs), which by May this...
Money and Finance
Links
Latticework of Mental Models: Deprival Super Reaction Tendency (LINK)
Hedge Funds Gear Up for Another Big Short [H/T Will] (LINK)
Hedge funds are lining up to profit from potential trouble at some “alternative” mutual funds and bond exchange-traded funds that have boomed in popularity among retirees and other individual investors.
Financial advisers have pushed ordinary investors into those funds in search of higher returns, a strategy that has come into favor as Federal Reserve benchmark interest rates remain near zero. But many on Wall Street worry that junk bonds, bank loans and esoteric investments held by some of those funds will be extremely hard to sell if the market turns, leaving prices pummeled in a rush for the exits.
Andrew Ross Sorkin talks to Fred Wilson about creating startup hubs (video) (LINK)Concerns about such scenarios have been escalating for some time. Now, investment firms such as Leon Black’s Apollo Global Management LLC and Oaktree Capital Management LP are laying the groundwork to cash in if they come to pass.
Nut-Bashing Monkeys Offer Window Into Human Evolution (LINK)
A New Blue Marble - By Scott Kelly [who is also great to follow on Twitter] (LINK)
- Buffett Widens Lead In $1 Million Hedge Fund Bet
Link to: Buffett widens lead in $1 million hedge fund betFORTUNE -- Results are in for the sixth year of the competition sometimes called the $1 million bet, and Warren Buffett -- once a piteous straggler in this 10-year wager on stock market performance...
- Mutual Fund Observer: April 1, 2013 Commentary
Found via Abnormal Returns. One addition I'd add to the list in the commentary is the Martin Focused Value Fund (MFVRX), which I believe is a little over 90% cash right now. For those interested in other managers who’ve followed Mr. Cinnamond’s...
- Are Retail Investors ‘fleeing’ Stocks? – By Jason Zweig
Make no mistake: Individual investors are selling more U.S. stocks than they are buying, as my colleague Jack Hough pointed out this weekend. But it’s wrong to rely on mutual funds as the sole or primary indicator of retail flows into or out of U.S....
- Dalio Takes Hedge Crown From Soros
Ray Dalio has overtaken George Soros as the world’s most successful hedge fund manager after his Bridgewater Pure Alpha fund made $13.8bn for investors last year. The profits made by the Connecticut-based Pure Alpha – already the world’s biggest...
- Too Much Of A Good Thing
The risks created by complicating a simple idea ANY industry would be proud of an average annual growth rate of 34% over ten years and of a global reach from Austria to Taiwan. But the headlong expansion of exchange-traded funds (ETFs), which by May this...