Hedge Funds
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John Paulson on the Future of Gold and Housing
John Paulson, the hedge fund manager made famous by capitalizing enormously on housing's collapse,...
- Posted July 18, 2013
- 0
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Hedge Fund Picks Make Up New Global X Guru ETF
Since its inception the Global X Top Guru Holdings Index ETF (GURU) has outperformed...
- Posted June 5, 2013
- 2
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David Tepper Talks and the Market Rallies
“I’m definitely bullish,” so said the ultra-compensated ($2.2 billion in 2012) hedge fund manager...
- Posted May 15, 2013
- 6
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Investing Links of Interest – May 12, 2013
James Altucher, writing at Seeking Alpha, has been bullish in the past, but is...
- Posted May 12, 2013
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Jeremy Grantham Interview with Charlie Rose
Charlie Rose interviewed GMO’s Jeremy Grantham at length recently. It is a fascinating conversation...
- Posted May 9, 2013
- 1
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Investing Links of Interest – April 1, 2013
USA Today’s Mike Krantz reports the stock market is shrinking as firms are delisted,...
- Posted April 1, 2013
- 0
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Bill Ackman and Carl Icahn in Major Mudslinging Contest
CNBC’s Scott Wapner hosted an entertaining and contentious debate between hedge fund managers Bill...
- Posted January 25, 2013
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Latest News
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Stovall, Lee and Belski Share Current Market Views
On CNBC this week, Sam Stovall, Brian Belski and Tom...
- January 11, 2017
- 2
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David Tepper Forecasts the Stock Market
Hedge fund titan David Tepper (Appaloosa Management) was a guest...
- October 15, 2013
- 1
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Stanley Druckenmiller: Prices Could Adjust Immediately With the End of QE
Bloomberg Television’s Erik Schatzker and Stephanie Ruhle interviewed hedge fund...
- September 12, 2013
- 1
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John Paulson on the Future of Gold and Housing
John Paulson, the hedge fund manager made famous by capitalizing...
- July 18, 2013
- 0
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Hedge Fund Picks Make Up New Global X Guru ETF
Since its inception the Global X Top Guru Holdings Index...
- June 5, 2013
- 2
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Indexes, Currencies, Commodities & Rates
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iShares Global REIT ETF Sold
Investor euphoria/greed has been elevated with the extension of...
- January 20, 2021
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
- 0
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
- 7
T.T.S. Fear Index
Date | Index | SMA Comment |
1/20/2021 | 2.3 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since October 2011 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of February 24, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 18.7% |
S&P 500 | 4.8% |
U. S. Small Caps | 12.2% |
Total U. S. Stock Market | 6.0% |
Total Int'l Stock Market | 6.0% |
Total U. S. Bond Market | -2.4% |