Hedge Funds

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Thumbnail image for David Tepper Talks and the Market Rallies
By May 15, 2013

“I’m definitely bullish,” so said the ultra-compensated ($2.2 billion in 2012) hedge fund manager David Tepper of Appaloosa Management, who has a knack for moving markets. Tepper was speaking to CNBC’s Joe Kernen and Andrew Ross Sorkin and gave his typically upbeat appraisal of the stock market and economy. Comparing ...

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Thumbnail image for Investing Links of Interest – May 12, 2013
By May 12, 2013

James Altucher, writing at Seeking Alpha, has been bullish in the past, but is now becoming more cautious on the stock market and provides his reasons why and a solution for investors. Excerpt: My solution: I am buying smaller stocks where I am not competing for information against massive hedge ...

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Thumbnail image for Jeremy Grantham Interview with Charlie Rose
By May 9, 2013

Charlie Rose interviewed GMO’s Jeremy Grantham at length recently. It is a fascinating conversation with a self-professed numbers man. Several notes from the interview include: Grantham commented on the commodity inflation from 2002-2008 where the price of commodities rose faster than in World War II and erased 100 years of ...

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Investing Links of Interest – April 1, 2013
By April 1, 2013

USA Today’s Mike Krantz reports the stock market is shrinking as firms are delisted, go private or are bought out. Excerpt: “The stock market is going private,” says Robert Maltbie of Singular Research. “It keeps self consuming.” Hedge Fund alpha is in limited supply. Excerpt: For the period 1998-2012, Bernstein ...

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Thumbnail image for Bill Ackman and Carl Icahn in Major Mudslinging Contest
By January 25, 2013

CNBC’s Scott Wapner hosted an entertaining and contentious debate between hedge fund managers Bill Ackman and Carl Icahn this afternoon. Early on referring to “this Ackman guy,” Icahn proceeded to describe his nemesis as “like the cry-baby in the schoolyard.” “I went to a tough school in Queens…they used to ...

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Thumbnail image for Hedge Fund Manager David Tepper on Investing in 2013
By January 23, 2013

Appaloosa Management CEO and Co-Founder David Tepper was on Bloomberg Television’s “Market Makers” discussing investing and his 2013 outlook for the markets and economy. Tepper corrected host Stephanie Rhuhle who said his fund was up 24% last year (2012). That number was through October and the actual gain was 30%, ...

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Thumbnail image for Larry Swedroe Pities the Poor Souls Who Invest in Hedge Funds
By January 19, 2013

Larry Swedroe, financial author and and director of research for the BAM Alliance, has penned a devastating review of hedge fund performance over the past decade. Swedroe notes the HFRX Global Hedge Fund Index returned just 3.5% in 2012, severely underperforming stock indexes which typically achieved returns well north of ...

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Doug Kass Shares Some Surprises for 2013
By January 7, 2013

Doug Kass, founder and president of Seabreeze Partners, was on CNBC with Melissa Lee sharing several of his surprise predictions for 2013. Kass believes another hedge fund manager will join Bill Ackman in acquiring a sizable position in Procter & Gamble (PG). The hedge fund duo will pressure PG to ...

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Michael Holland: “Ridiculously Low Valuations for Great Companies”
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Michael Holland, chairman of Holland & Co., was on Bloomberg TV’s “Surveillance” discussing the economy and markets with Tom Keene, Sara Eisen and Scarlet Fu. Holland said positive economic developments in the U. S. (housing and autos) and China could overcome the “dithering” in Washington. Fu and Keene pointed out ...

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Thumbnail image for Michael Belkin Predicts Recession and Stock Market Drop of 40%
By October 16, 2012

At WSJ Live (video below), Michael Belkin, author of the Belkin Report and hedge fund advisor, provided a grim assessment for the economy and stock market. Belkin said technology companies, where international revenues amount to 50% of sales, are most exposed to economic weakness emanating from Europe and China. He ...

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