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…


I Won't Be Surprised If Stocks Crash Next Year (And You Shouldn't Be, Either!) | Business Insider

Henry Blodget calls for stock market crash again.  Good work Henry. I really love the charts  but we all know a broken clock is right twice a day. As for market crashing, I think the warm up signs…


Deal with China Mobile Should Boost Apple Stock - Barrons.com

A Holiday Gift for Apple Shareholders By TERESA RIVAS | MORE ARTICLES BY AUTHOR A deal that will open up the vast China market to iPhones should help the stock for years to come. Apple investors got…


China Cash Crunch Pushes Up Short-Term Rates - WSJ.com

Where's the next Black Swan event coming from?  My guess China or Iran/MidEast.  The banking sector in China has been discussed as train wreck waiting to happen. By SHEN HONG And DINNY MCMAHON…


Saudi Arabia Will Go It Alone - NYTimes.com

This remarkable editorial from the Saudi Ambassador to the UK is tantamount to a call to arms.  We have been buying some of the oil companies (APA, APC, OXY, CLR as they have sold off nicely on the…


Credit Suisse Hedge Fund Indexes Performance data for Nov 2013

Mar 2015 Feb 2015 YTD 1 Year Avg Index / Sub Strategies Currency Value ROR Value ROR Return Return Annl* Std Dev* Sharpe* Credit Suisse AllHedge Index USD 135.96 0.39% 135.43 0.93% 1.79% 3.20% 2.97%…


Wall Street will be obsessed with Wed Fed Meeting

If I had to call it, I'd say buy the tapering.  But we don't trade the market we trade in individual ideas.  None the less the market has been week due to its preoccupation with Fed easy money and a…


Dollar bulls predict mini-taper on Bernanke’s ‘twilight cruise’

  Sunday, 15 Dec 2013 | 5:02 PM ET CNBC's Sri Jegarajah takes you through the results of this week's forex sentiment survey. Dollar bulls are betting the Federal Reserve will start cutting…


U.S. 15-Year-Olds Slip in Rankings on International Exams - WSJ.com

By STEPHANIE BANCHERO CONNECTUpdated Dec. 3, 2013 7:12 a.m.ET I just returned from 10 days in China.  The last part of the trip we visited a family friend and former intern of mine, Max Leary.  Max…