Whitebox Advisors’ Top Long Positions Heading Into Q2
– insidermonkey.com
Andy Redleaf‘s Whitebox Advisors was in the news earlier this year when it announced the closure of its mutual fund operations after seeing significant redemptions by investors in 2015. While shutting down one of its important business units would surely have been painful for the firm, its…
[[ This is a content summary only…
Some Shoutouts
– thereformedbroker.com
I had a ridiculously packed week – we had Bill Ackman on the show Monday for the full hour and then I did a whole day at Ira Sohn Wednesday. In between, the firm had some major developments behind the scenes, as budding rock star advisors Bill Sweet and Ben Carlson continue to get serious inquiries for their services on the tax planning and institutional investment management fronts, respectively…
This ‘Counter Trend Rally’ is now completing!
– investorsinsight.com
Last Friday, April 29th, 2016, the U.S. Indexes were very bearish as price clearly broke below the 20 day moving average then rebounded back up to test that level and was rejected and sold into.The chart below shows the market bullish and bearish momentum and price action. The momentum of these markets has now shifted away from being ‘bullish’…
Weekend Reads from India: Interest Rates and Munger’s Take
– cfainstitute.org
In the latest Weekend Reads compilation, Shreenivas Kunte, CFA, curates readings on the Berkshire Hathaway annual meeting, interest rates, the economic outlook in China and India, and more. Read more
How Much Can You Spend in Retirement?
– usnews.com
Deciding how quickly to use your savings can be difficult for retirees.
From Fiserv’s Earnings Call
– crossingwallstreet.com
This was too late for the newsletter but I wanted to pass along this passage from Fiserv‘s (FISV) earnings call. You can sense the company’s optimism.
As I mentioned, we are on track to achieve our full-year financial objectives. We continue to expect internal revenue growth of 5% to 6%, which includes internal revenue growth acceleration in the second half of the year…
As I mentioned, we are on track to achieve our full-year financial objectives. We continue to expect internal revenue growth of 5% to 6%, which includes internal revenue growth acceleration in the second half of the year…
Are Electric Cars a Threat to the Oil Industry (Video)
– zerohedge.com/
By EconMatters
Paradigm Shifts happen throughout human evolution, are we experiencing just such a case in the automobile marketplace and Energy space? Additional Technological Breakthroughs necessary for knock out punch against the Oil Market.
© EconMatters All Rights Reserved | Facebook | Twitter | YouTube | Email Digest | Kindle
Investing Blog Roundup: Early Retirement and Comparative Advantage
– obliviousinvestor.com
Ever since taking my first economics course in high school, I’ve found the concept of comparative advantage to be both fascinating and informative, in terms of explaining why people do the things they do. This week, Harry Sit uses the concept to discuss why an extremely early retirement is often economically inefficient, even for people who can afford to do it…10 Weekend Reads
– ritholtz.com
The weekend is here! Pour yourself a double expresso, grab a comfy seat, and get ready for our longer form weekend reads:• Siri’s creators say they’ve made something better that will take care of everything for you (The Switch)
• The Fiduciary Journey: Retirement advice will never be the same (Investment News)
• Robo-Advisor Movement Is Dying As Growth Rates Crash (Kitces)
• Why is simpler better? Ockham’s Razor says that simplicity is a scientific virtue, but justifying this philosophically is strangely elusive (Aeon)
• This Bar-Brawling Lawyer Might Just Take Down Led Zeppelin (Bloomberg Businessweek)
• Study Urges CDC to Revise Count of Deaths from Medical Error (ProPublica)
• The World’s Newest Major Religion: No Religion (National Geographic)
• Jared Kushner’s Trump Card (Businessweek)
• Dyson Wants to Create a Hair Dryer Revolution (NY Times Mag)
• Metro sank into crisis despite decades of warnings (Washington Post)
Be sure to check out our Masters in Business interview this weekend with Charles Rotblut of the American Association of Individual Investors…
from Royalty Gateway http://www.royaltygateway.com/weekend-reads-from-india-interest-rates-and-mungers-take-more-1149-am-may-7th/
Whitebox Advisors’ Top Long Positions Heading Into Q2
– insidermonkey.com
Andy Redleaf‘s Whitebox Advisors was in the news earlier this year when it announced the closure of its mutual fund operations after seeing significant redemptions by investors in 2015. While shutting down one of its important business units would surely have been painful for the firm, its…
[[ This is a content summary only…
Some Shoutouts
– thereformedbroker.com
I had a ridiculously packed week – we had Bill Ackman on the show Monday for the full hour and then I did a whole day at Ira Sohn Wednesday. In between, the firm had some major developments behind the scenes, as budding rock star advisors Bill Sweet and Ben Carlson continue to get serious inquiries for their services on the tax planning and institutional investment management fronts, respectively…
This ‘Counter Trend Rally’ is now completing!
– investorsinsight.com
Last Friday, April 29th, 2016, the U.S. Indexes were very bearish as price clearly broke below the 20 day moving average then rebounded back up to test that level and was rejected and sold into.The chart below shows the market bullish and bearish momentum and price action. The momentum of these markets has now shifted away from being ‘bullish’…
Weekend Reads from India: Interest Rates and Munger’s Take
– cfainstitute.org
In the latest Weekend Reads compilation, Shreenivas Kunte, CFA, curates readings on the Berkshire Hathaway annual meeting, interest rates, the economic outlook in China and India, and more. Read more
How Much Can You Spend in Retirement?
– usnews.com
Deciding how quickly to use your savings can be difficult for retirees.
From Fiserv’s Earnings Call
– crossingwallstreet.com
This was too late for the newsletter but I wanted to pass along this passage from Fiserv‘s (FISV) earnings call. You can sense the company’s optimism.
As I mentioned, we are on track to achieve our full-year financial objectives. We continue to expect internal revenue growth of 5% to 6%, which includes internal revenue growth acceleration in the second half of the year…
As I mentioned, we are on track to achieve our full-year financial objectives. We continue to expect internal revenue growth of 5% to 6%, which includes internal revenue growth acceleration in the second half of the year…
Are Electric Cars a Threat to the Oil Industry (Video)
– zerohedge.com/
By EconMatters
Paradigm Shifts happen throughout human evolution, are we experiencing just such a case in the automobile marketplace and Energy space? Additional Technological Breakthroughs necessary for knock out punch against the Oil Market.
© EconMatters All Rights Reserved | Facebook | Twitter | YouTube | Email Digest | Kindle
Investing Blog Roundup: Early Retirement and Comparative Advantage
– obliviousinvestor.com
Ever since taking my first economics course in high school, I’ve found the concept of comparative advantage to be both fascinating and informative, in terms of explaining why people do the things they do. This week, Harry Sit uses the concept to discuss why an extremely early retirement is often economically inefficient, even for people who can afford to do it…10 Weekend Reads
– ritholtz.com
The weekend is here! Pour yourself a double expresso, grab a comfy seat, and get ready for our longer form weekend reads:• Siri’s creators say they’ve made something better that will take care of everything for you (The Switch)
• The Fiduciary Journey: Retirement advice will never be the same (Investment News)
• Robo-Advisor Movement Is Dying As Growth Rates Crash (Kitces)
• Why is simpler better? Ockham’s Razor says that simplicity is a scientific virtue, but justifying this philosophically is strangely elusive (Aeon)
• This Bar-Brawling Lawyer Might Just Take Down Led Zeppelin (Bloomberg Businessweek)
• Study Urges CDC to Revise Count of Deaths from Medical Error (ProPublica)
• The World’s Newest Major Religion: No Religion (National Geographic)
• Jared Kushner’s Trump Card (Businessweek)
• Dyson Wants to Create a Hair Dryer Revolution (NY Times Mag)
• Metro sank into crisis despite decades of warnings (Washington Post)
Be sure to check out our Masters in Business interview this weekend with Charles Rotblut of the American Association of Individual Investors…
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