Coffee is Friday’s highest flyer and palladium, the most important flop. SOURCE: Focus on Funds – Read whole story here.
Payments business overview: Analysis of Visa, Mastercard, American Express [Value Seeker] Brexit in reverse? [George Soros] If you’ll be able to’t clarify one thing in easy phrases, you don’t understand it [Kottke] On the favored ‘FANG’ stocks [AQR] How to outlive the retail disaster: a master class from T.J. Maxx [WSJ] Starbucks’ Howard Schultz has […]
The crude selloff is hitting mushy commodities reminiscent of sugar, cocoa, and occasional. SOURCE: Focus on Funds – Read whole story here.
Asset allocation DOES NOT drive portfolio returns. An unbiased evaluation of the info confirms the “axiom” of portfolio development is NONSENSE. It’s additionally simple to mathematically show for ALL future objectives, market situations and danger tolerances, buyers should NEVER asset allocate. I’ve learn the tutorial papers, heard the gurus converse, met with the “geniuses”. Safe […]
Keith Meister‘s activist agency Corvex Management has filed an amended 13D with the SEC relating to its place in CenturyLink (CTL). Per the submitting, Corvex now owns 5.6% of CTL with over 30.99 million shares. This is made up of 18.99 million shares and 12 million shares underlying name choices. This is a rise of […]
Energy shares received hit. Oil gear and providers corporations bore the brunt of it. SOURCE: Focus on Funds – Read complete story here.
The 2017 Sohn Conference in Hong Kong lately passed off and featured managers sharing funding concepts to profit the Karen Leung Foundation for gynecological most cancers. Here’s fast summaries of every speaker’s inventory concept and pitch from the Asia Society Hong Kong Center. Sohn Conference Hong Kong Notes 2017 Carson Block (Muddy Waters): Short Man […]
Volatility is again, nevertheless it’s not displaying a lot. SOURCE: Focus on Funds – Read complete story here.
The new head of Harvard’s $38 billion fund says returns are more likely to be decrease sooner or later. SOURCE: Mutual fund recommendation and information – CNNMoney.com – Read whole story here.
U.S. pure fuel and VIX futures-tracking exchange-traded funds have been huge flops. SOURCE: Focus on Funds – Read whole story here.