money managers
« Previous EntriesSeth Klarman’s speech at MIT
Friday, June 13th, 2008This below is Seth Klarman’s speech at MIT. This money manager has posted 20+% returns in the last 10-20 years of his career. Enjoy and if anyone has the video of his Columbia U. speech, let me know. Seth Klarman’s speech here.
Oppenheimer bank analyst Meredith Whitney still sees an additional 30% downside in many […]
Richard Bove and the future of Wall Street firms
Wednesday, June 11th, 2008Instead of showing you index charts which are clearly looking sad, I will show you a chart of Krispy Kreme (KKD) which turned its first profitable quarter. Same-store sales, or sales at locations open at least a year, fell 3.9% systemwide, but rose 1.2% at company-owned stores. Same-store sales is a key indicator of restaurant […]
Soros and investments
Tuesday, June 10th, 2008Here’s how Soros picks his investments, courtesy his son. The quote is from the book
The New Paradigm for Financial Markets: The Credit Crash of 2008 and What It Means:
My father will sit down and give you theories […]
Soros on the market; all eyes on Friday
Friday, May 9th, 2008Thursday was a non-event type of day, after the decisively bearish Wednesday. Friday will be a key day. Since April, upward momentum has been good, however, oscillators are overbought and oil is causing trouble to the economy. Volume is down.
BOOK: I am also reading Beating the Market, 3 Months at a Time: A Proven […]
Dennis Gartman, George Soros, Mark Faber and solar
Wednesday, May 7th, 2008What is wrong with people who are stuck in the past? A reader was mad at me, because solar stocks are going up. What am I suppose to do? I don’t see this as a fad, I see it as a way of life, a way of survival. Yes, solar stocks went up a […]
No capulation, Icahn’s video, Jim Rogers out of control
Tuesday, March 11th, 2008Market is showing no capitulation yet. We have grown accustomed to phrases such as selling climax, selling shakeout, but what is upon us is capitulation, and that will make us puke.
Trader Mark’s chart of SP500 below tells it all:
Standart and Poor’s research is optimistic:
We believe the latest expansion’s cyclical peak will be dated […]
Top Money managers:Dennis Gartman
Wednesday, March 5th, 2008The World, According to Gartman
EACH MORNING, A HARD-CORE group of savvy investors eagerly await The Gartman Letter. In a few pages, publisher Dennis Gartman eruditely dissects currencies, commodities, bonds, stocks and politics here and abroad.
Subscribers include major institutional investors, brokerage firms and many leading hedge-fund managers. Distribution is global and […]
Morning market update: John Murphy, Richard Rhodes and other charts
Monday, March 3rd, 2008Good morning. Markets are looking grim. Here are few charts from some of the top Wall Street strategst in order to get a better overview of the global markets.
US CLEARLY IN BEAR MARKET (Richard Rhodes)
1. U turn recovery is more likely versus V turn. Therefore, rallies are to be sold, which given current prices are […]
Jeffrey Saut, the strategist from Raymond James believes that we have already seen the bear bottom
Tuesday, February 5th, 2008Before I let you read Saut’s article there are a few interesting article links.
Are we entering Japan’s nightmare?
7 things more risk-adverse investors should be looking for
Q&A with Bill Gross
According to the world’s biggest currency traders, the dollar has bottomed out
Tips for becoming a hedgie
Jeffrey Saut, the strategist from Raymond James believes that we have […]
Byron Wien on Gold, Oil and Cotton
Wednesday, January 30th, 2008Stocks finished with a solid gain as financials took the bulls’ reins ahead of tomorrow’s expected interest rate reduction. However, tech shares lagged behind, pressured by VMware missing on the top line, and majority owner EMC offering cautious comments. Elsewhere, Eli Lilly, Zimmer Holdings, Dow Chemical, Valero Energy, and 3M Company topped the Street’s profit […]
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