PM Jay Kaplan makes the case for his interest in small-cap banks. Q4 hedge fund letters, conference, scoops etc cegoh / Pixabay Why are small-cap banks usually overlooked? Small-cap banks I think are... Read More

Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) ratio is the most-cited predictor of long-term equity returns. But new research shows that the “Buffett” indicator does a good job of forecasting,... Read More

 Highlights: Smartphone market matures, focus on emerging countries EV market might turn into growth catalyst soon Attractive dividend yield could rise above 5% Q4 2021 hedge fund letters, conferences... Read More

“Davidson” submits: Q1 2022 hedge fund letters, conferences and more skeeze / Pixabay June 1, 20223:00 PM EDTLast Updated 15 days ago https://www.reuters.com/markets/us/us-job-openings-fall-april-still-high-2022-06-01/ “U.S. labor market stays tight as workers remain scarce; manufacturing regains... Read More

This piece may be a little discursive, so please bear with me. When did US economic policy begin going badly wrong? There were two major errors, and both happened... Read More

Nelson Peltz was on CNBC today in the latest business TV activism initiative. See all the clips below. The battle between activist hedge fund, Nelson Peltz, Trian Partners CEO, and... Read More

Financial advisors routinely adhere to the discipline of rebalancing portfolios, so much so that they invest tens of thousands of dollars in software to automate the process. That adherence... Read More

The estates of Madoff sons Mark and Andrew fight on as most of the family has settled with the court. Bernard Madoff, author of the world’s largest Ponzi scheme, might... Read More

The mantra for the past few years is the dire need for Corporate Tax Reform but the question is not only the method argues one back but the speed A... Read More

Q2 hedge fund letters, conference, scoops etc Article by Ritesh Jain, World Out Of Whack Read More