Warren Buffett Won a Decade-Old $1M Bet

Warren Buffett Won a Decade-Old $1M Bet In 2007, Warren Buffett challenged finance professionals in the hedge fund industry to accept a bet that Buffett described in his 2016 letter to shareholders of Berkshire-Hathaway (see p. 21-21): In Berkshire’s 2005 annual report, I argued that active investment management by professionals – in aggregate – would over… Please follow and like us:

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6 Hedge Fund Trends to Watch in 2018

Hedge fund assets have hit record highs in each of the five past quarters, to some $3.2 trillion, and will grow by 5.5% over the next 12 months, according to Don Steinbrugge, head of Agecroft Partners, in his annual predictions of industry trends. Assets have risen despite a drumbeat of bad news about hedge funds, Steinbrugge… Please follow and like us:

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Hedge Fund AUM to reach an all-time high in 2018 for the 10th year in a row?

Each year, Agecroft Partners predicts the top hedge fund industry trends stemming from our contact with more than two thousand institutional investors and hundreds of hedge fund organizations. The hedge fund industry is dynamic, and participants are best served by anticipating, rather than reacting to, change. Below are Agecroft’s 9th annual predictions for the biggest trends… Please follow and like us:

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Paul Singers $2 Billion Bet

A review of Paul Singer’s portfolio and his fearless investing strategies. His current focus: NXP Semiconductors (NasdaqGS: NXPI). Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to read anywhere! Sign… Please follow and like us:

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JPMorgan Says Quant Underperformance “Has Not Been Abnormal”

In a research piece titled “Quant funds underperform,” JPMorgan analyst Nikolaos Panigirtzoglou and his Global Markets Strategy team think they understand the causation. With hedge fund allocation inflows towards quant funds pulling in near 30% of all hedge funds, this occurs at a time when the human-based manager just might be winning against the machines. Get… Please follow and like us:

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A Record Number Of Investors Are Exposed To “Higher Than Normal Risk”

With the stock market coming into November with another strong gain for the S&P 500 – the market was up for the statistically improbable 12 th month in a row in October – investors are becoming aware of the increased risk exposure. According to a Bank of America Merrill Lynch Global Fund Manager Survey released Tuesday,… Please follow and like us:

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After Bitcoin Futures Launched, Goldman Says Price Headed Higher, New Hedge Fund Launches

It wasn’t that long ago that Goldman Sachs was watching the $4,827 level on Bitcoin USD, predicting a bull market. This was before exchange heavyweight CMEGroup and Terry Duffy piled into what was declared an asset that could be “tamed.” In announcing the launch of Bitcoin futures, a move juxtaposed to that of JPMorgan’s Jamie Dimon,… Please follow and like us:

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Roger Stone: Marco Rubio Donor Paid Fusion GPS in Primary

Republican political operative Roger Stone reported this week that Manhattan billionaire Paul Singer, a pro-Israel, pro-LGBT Republican donor and Marco Rubio’s No. 2 contributor, was the person who first hired Fusion GPS to do “opposition research” on Donald Trump during the Republican primary campaign. “It can now be revealed that the hedge fund manager Paul Singer… Please follow and like us:

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Hedge Fund Assets Set Fifth Quarterly Inflow Record

Total hedge fund capital through the third quarter increased to a $3.15 trillion, up $50 billion over the April-to-June period and the fifth straight record quarterly level, Hedge Fund Research reported last week. Steady performance and investor inflows drove the increase, HFR said, as global economic growth prospects improved despite continued elevated geopolitical risks. Global fund… Please follow and like us:

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Commentary: George Soros Puts $18 Billion Into Radically Transforming America

by George Rasley, ConservativeHQ.com Editor On Tuesday, the Wall Street Journal’s Juliet Chung and Anupreeta Das detailed how Nazi collaborator and Far-Left billionaire George Soros has transferred some $18 billion – the bulk of his fortune – to his Open Society Foundations. Chung and Das report that with this move Open Society has vaulted to the… Please follow and like us:

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How to Manage Money: The Hedge Fund Shaking Things Up

Numerai is a hedge fund with big ideas and even bigger ambitions: using crowd-sourced machine intelligence to transform the way money is managed. Crowd-sourced investment strategies are many and varied, but Numerai has a novel way of applying technology. The fund supplies its network of data scientists with encrypted data that allow them to test their… Please follow and like us:

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Odey Down Again, Sticks To Bearish Bets And Warns Of “Long, Hot Summer For The Bulls”

Odey Fund Down having a rough year 2017 is shaping up to be another terrible year for vocal hedge fund manager Crispin Odey. As we near the halfway mark of the year, the Odey International Fund is down 5.82% year-to-date (according to the fund’s May 31 update) after a loss of 41.4% last year and a… Please follow and like us:

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Modern Portfolio Theory 2.0

Modern Portfolio Theory 2.0 Premature Optimization If You Don’t Have an Edge, There Is No Alpha How Should We Then Invest? Modern Portfolio Theory 2.0 Premature Optimization If You Don’t Have an Edge, There Is No Alpha How Should We Then Invest?odern Portfolio Theory 2.0 Premature Optimization If You Don’t Have an Edge, There Is No Alpha How Should We Then Invest? Mauldin Solutions Smart Core Washington DC and the Virgin Islands Get The Full Dangers of Tech Investing Series in PDF Get the entire 10-part series on Dangers of…

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Another Financial Crisis Is On The Way, Warns Former Goldman Sachs Exec

As President Trump pushes to sell off public assets to financial firms and eliminate financial regulations, former Goldman Sachs executive Nomi Prins says America is on the verge of another financial crisis. Prins, who is now a journalist and author of “All the President’s Bankers,” argues that lawmakers’ refusal to pass legislation breaking up the big… Please follow and like us:

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Will Wall Street Money Turn Moderate Democrats Against Dodd-Frank?

In their yearslong quest to rescind bank regulations and oppose the Obama administration’s fiduciary rule, financial executives have at times needed the help of a group of Wall Street-friendly Democratic lawmakers to secure votes necessary to advance their agenda. Now, as those executives and Republican lawmakers seek the votes needed to help Donald Trump dismantle Dodd-Frank… Please follow and like us:

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