Tuesday, May 24, 2016

Client Conviction is Everything + MORE 5:49 pm May 24th

Client Conviction is Everything

– thereformedbroker.com

“It’s easy to maintain conviction. It’s harder to maintain investors.”
– Kyle Bass, Hayman Capital
If you can’t communicate effectively with your investors, or they don’t trust you, it doesn’t matter how good your strategy is.
The data is crystal clear on this point – the vast majority of even winning funds look much worse when viewed through the prism of actual dollar-weighted return…

Continue Reading On thereformedbroker.com »

Mitel Networks Corporation (NASDAQ:MITL) is 7% higher on the news that its merger partner, Polycom Inc (NASDAQ:PLCM), might have a second suitor. According to the Wall Street Journal, a private equity firm has made a revised bid for Polycom that might be constituted as superior to Mitel Networks…

Continue Reading On insidermonkey.com »

This week on our Masters in Business podcast, we speak with Jeff DeGraaf, founder and chief technician of Renaissance Macro. He was formerly Chief Technician at Lehman Brothers. He has been the #1 rated technical analyst on Institutional Investor for 11 years running, with Renaissance Macro (“RenMac”) consistently top rated as well…

Continue Reading On ritholtz.com »

The retail sector continued to report soft earnings last week. As retail spending moves increasingly online, it’s clear that the United States has too many retail outlets, and that the industry will need to shrink over time. That could pose problems for those with investments in the sector. Read more

Continue Reading On cfainstitute.org »

Next Up For Exploding Health Insurance Premiums: New YorkWhen we warned recently that thanks to Obamacare, insurance companies would be unveiling significant price shocks one week before the presidential elections, we knew it was only a matter of time before the 2017 proposals would start to be released and double digit increases would be unveiled to the public…

Continue Reading On zerohedge.com/ »



from Royalty Gateway http://www.royaltygateway.com/client-conviction-is-everything-more-549-pm-may-24th/

Client Conviction is Everything

– thereformedbroker.com

“It’s easy to maintain conviction. It’s harder to maintain investors.”
– Kyle Bass, Hayman Capital
If you can’t communicate effectively with your investors, or they don’t trust you, it doesn’t matter how good your strategy is.
The data is crystal clear on this point – the vast majority of even winning funds look much worse when viewed through the prism of actual dollar-weighted return…

Continue Reading On thereformedbroker.com »

Mitel Networks Corporation (NASDAQ:MITL) is 7% higher on the news that its merger partner, Polycom Inc (NASDAQ:PLCM), might have a second suitor. According to the Wall Street Journal, a private equity firm has made a revised bid for Polycom that might be constituted as superior to Mitel Networks…

Continue Reading On insidermonkey.com »

This week on our Masters in Business podcast, we speak with Jeff DeGraaf, founder and chief technician of Renaissance Macro. He was formerly Chief Technician at Lehman Brothers. He has been the #1 rated technical analyst on Institutional Investor for 11 years running, with Renaissance Macro (“RenMac”) consistently top rated as well…

Continue Reading On ritholtz.com »

The retail sector continued to report soft earnings last week. As retail spending moves increasingly online, it’s clear that the United States has too many retail outlets, and that the industry will need to shrink over time. That could pose problems for those with investments in the sector. Read more

Continue Reading On cfainstitute.org »

Next Up For Exploding Health Insurance Premiums: New YorkWhen we warned recently that thanks to Obamacare, insurance companies would be unveiling significant price shocks one week before the presidential elections, we knew it was only a matter of time before the 2017 proposals would start to be released and double digit increases would be unveiled to the public…

Continue Reading On zerohedge.com/ »

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