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Tuesday, June 12, 2012
Market Volatility
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So I hear this a lot: "With HFT (High Frequency Trading), hedge funds, ETFs and instant trading via iPad apps (and mobile smart and du...
7 comments:
Thursday, June 7, 2012
Tokio Marine Holdings: Japan Fund with Negative Management Fee?
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So this is just a quick look at an old trade. Tokio Marine Holdings has always been known to own a lot of equities and the stock often trad...
11 comments:
Friday, June 1, 2012
The Banks' Real Nightmare
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Interest rates are plunging yet again in the U.S., and there is talk now of QE3 again. I'm happy to see things being done to help the e...
6 comments:
Thursday, May 31, 2012
Loews Corp: Recent Returns, Adjusted Book Value etc.
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People always talk about L in terms of sum-of-the-parts and whatnot, and I just realized that I never really looked at their returns over ti...
4 comments:
Wednesday, May 30, 2012
Duquesne Family Office Gold Correction
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Someone pointed out that the $859 million GLD position was in the form of call options; I missed that (don't go through filings late at ...
2 comments:
Duquesne Family Office: Druckenmiller Likes Gold
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This is not a blog that tracks the buys and sells of hedge funds or anything like that, but I just stumbled on this so I thought I'd pos...
8 comments:
Tuesday, May 29, 2012
CNA: One-of-the-Parts (of Loews)
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Loews (L) has been, for years, a popular sum-of-the-parts play by value investors and it seems that's it's always trading at a disco...
4 comments:
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