Insiders are unloading stock at an unprecedented rate, especially at the "disrupters"
This scary chart from the Washington Service provides a graphical view of the flight from equities by C level officers and directors. There has not been a time in recent years when insiders have…
Beware of the black swan. Black swan events were introduced…Goldman Sachs: These Stocks Could Pop in Early 2014 - Stocks To Watch - Barrons.com
Only two names on this list grab me as having notable recent insider buying They are Apache and Tenet Healthcare. By Ben Levisohn Picking underperforming stocks has not been a winning…
JP Morgan look back at performance metrics for the year
2013 – a look back at performance metrics for the year US equities saw gains across the board in 2013. DJIA +26.5%, SPX +29.6%, SPR +30.12%, Nasdaq +38.32%, Wilshire 5K +30.45%, Russell 2K +37%.…
BlackRock's Financial Advisor 2014 Investment Ideas
This is the time you get 2014 predictions. For the most part this is a completely worthless endeavor and a waste of your time unless you are a contrarian. For me, it's interesting reading and I am…
Tepper, Tudor and Paulson Were Among 2013's Big Winners - WSJ.com
By GREGORY ZUCKERMAN, ROB COPELAND and NICOLE HONG CONNECT Updated Jan. 1, 2014 8:26 p.m. ET A trader who made more than $100 million from a $10 million bet against gold. A hedge fund that gained 42%…
Worlds first legal recreational marijuana sales begin in Colorado - The Denver Post
If you haven't heard the cash registers churning away yet, it's because you have no imagination. Estimated sales today, the first day I read were $395 million already with long lines forming.…
Happy New Year and Thank You Mr. Market. Winners of 2013: Boring Investors - WSJ.com
Thank you to all of our followers this year. We are lucky as the market has been very forgiving and generous to long investors. This article from the Journal talks about just how successful "boring…
Watch this video lecture from bad boy hacker Jacob Applebuam
This is one heck of an interesting speech delivered by self-exiled American hacker/bad boy Jacob Applebaum. I listened to half of it and came away with the conclusion if he died suddenly it would…
Insider Buying: These Stocks Are CEO Favorites - Barrons.com
Interesting article for me as we have a similar investment style. They have a long short insider fund as well which we have significantly outperformed. Their long only fund is smoking it this year…