March 26, 2017 10:52 pm

ANALYST: For The Next Market Cycle, It’s Time To Do The Exact Opposite

Some interesting thoughts here from BofA quant strategist Savita Subramanian on what will work, investment-wise, during the next market cycle. Her basic argument: ever since the tech bubble, the leaders have been credit-reliant companies, and consumer-oriented companies whose business models are predicated on cheap credit. In the next leg, the winners will be companies with […]

The Rise And Fall Of Steve Cohen

The Sad Conversation Bill Ackman And Dan Loeb Reportedly Had Before They Stopped Speaking

Buried in the unflattering Vanity Fair profile of Daniel Loeb is a sad anecdote about the demise of the friendship between the sharp-tongued activist investor and Bill Ackman. Late last year, Ackman, who runs Pershing Square Capital, publicly said that he’s shorting $1 billion worth of Herbalife, a multi-level marketing company that sells nutritional supplements. It’s […]

WATCH: Jim Chanos Blows A Hand Of Poker And David Einhorn Gets Nasty At The Table

Tonight at 9:00 p.m., Bloomberg TV airs a secret charity poker game between six of the biggest hedge fund managers in the game, and one takeaway is – everyone’s a loser sometimes, even billionaires. Take the clip below, for instance. Legendary short seller Jim Chanos blows his hand while David Einhorn – normally an even-tempered […]

Hedge Funds Are Shorting The Market Now More Than They Have All Year

According to reporting by Bloomberg, bearish bets by hedge funds have reached their highest level of the year.  After being squeezed on their shorts over the past four years as equities rallied, a potential crash this time could prove more profitable for hedge funds as “growth prospects are lower and valuations are higher.” The price-earnings ratio for […]

Meet The 17-Year-Old Trader Who Knows Global Macro Markets Like A Veteran

Seventeen year-old Canadian high school student Julian Marchese bought his first stock when he was only eight years-old.  These days he’s passionate about global macro trading and he’s garnering attention in the space from more seasoned macro traders.  “The breadth and depth of Julian’s market knowledge is that of a seasoned macro trader. The young […]

Step Inside The Bigger And Faster $21 Million Learjet 85

By the end of 2013, Bombardier should be ready to put its latest private jet, the Learjet 85, into the air for the first time. About a year after that, if all goes well, deliveries will begin. But those who can’t wait to get on board the largest, tallest, widest Learjet ever, will have to […]

Don’t Try To Invest Like The Yale Endowment

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. It’s Pointless Trying To Adopt The Endowment Model To Your Clients’ Portfolios (Advisor Perspectives) The endowment model – investing in illiquid assets in the hope to replicate the results of Yale and other such endowment models […]

NO DEAL: Obama And Republicans Will Work Into The Night On The Debt Ceiling

After an hour-long meeting, President Barack Obama and Republicans failed to agree on a plan that would extend the nation’s debt limit for a six-week period. The New York Times initially reported that Obama had rejected Republicans’ offer of a clean, six-week debt ceiling increase because it didn’t address the government shutdown. But both the White […]

The PC Industry Shrank Another 9%, Gartner Says (AAPL, HPQ)

Gartner released its quarterly PC report and the news isn’t good. But it isn’t all bad either. Worldwide, the PC industry declined  another 8.6% to 80.3 million units total. That’s the lowest number of PC sold in a quarter since the economy crashed in 2008, Gartner analyst Mikako Kitagawa said. The PC market continues to […]

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