Business

Public pensions in the U.S. committed $12.5 billion to hedge funds last year, but over 70% of that activity came in the first half of the year, according to data from HFM Insights. Gross inflows were just barely net positive during the second half of the year as quarterly commitments to hedge funds from public […]

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Joe Biden’s election as president and his first economic proposal proved negative for gold prices, but the presidency might yet turn positive. Q4 2020 hedge fund letters, conferences and more What Does The New Presidency Mean For The Market? The 46 th presidency of the United States has officially begun. What does that mean for […]

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There are three topics that you can write or talk about that are almost guaranteed to draw a audience, stocks (because greed drives us all), sex (no reason needed) and salvation. I am not an expert on the latter two, and I am not sure that I have that much that is original to say […]

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In January, a group of traders bid up GameStop (GME) shares from $20 to $483. It might have gone even higher if brokers didn’t scramble to impose trading limits on this beleaguered video game retailer. Q4 2020 hedge fund letters, conferences and more Meanwhile, the pool of buyers grew in size in just a matter of hours. […]

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Is this week, dare I say, the first “normal” week of 2021? Let’s take a look at what has happened in January so far in what is supposed to be a more prosperous year than 2020. Q4 2020 hedge fund letters, conferences and more Bulls On Stock Parade Six days into 2021, the Capitol saw […]

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Whitney Tilson’s email to investors dicussing Mark Spiegel’s January letter on Tesla; General Motors is counting on your loving electric cars, announces plans to go all-electric by 2035; a friend’s take; Piper Sandler report; bull-bear debates. Q4 2020 hedge fund letters, conferences and more Spiegel Jan Letter 1) Attached is Mark Spiegel’s January letter, which […]

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Clover Health Investments Corp (NASDAQ:CLOV): How the “King of SPACs” Lured Retail Investors Into a Broken Business Facing an Active, Undisclosed DOJ Investigation. Q4 2020 hedge fund letters, conferences and more Today, we reveal how Clover Health and its Wall Street celebrity promoter, Chamath Palihapitiya, misled investors about critical aspects of Clover’s business in the […]

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Whitney Tilson’s email to investors sharing his thoughts on a possible ExxonMobil-Chevron merger; suggested ‘terms of service agreement’ for the tech giants; Biden‘s nightmare may be China; here’s how Wall Street has always manipulated the markets. [soros] Q4 2020 hedge fund letters, conferences and more A Possible ExxonMobil-Chevron Merger 1) Over the weekend, the Wall […]

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