The Investment Advice Business Archive
Top Gun FP Client Note: A Bullish Consensus For 2011
December 27, 2010 · Category: Macro Economics, Market Commentary, Seasonality, Sentiment Analysis, The Investment Advice Business, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Morningstar US Stock Manager Of The Decade Bruce Berkowitz Betting Big On Financials
December 10, 2010 · Category: Stocks, The Investment Advice Business
Fortune did a good profile of Fairholme Funds Bruce Berkowitz: "Bruce Berkowitz: The Megamind of Miami", December 10.
On his big bet on financials, including Citi and AIG:
Berkowitz's bet on banks now comes down to this: He's convinced ...
Posted by Greg Feirman · No Comments »
A Day With Hedge Fund Manager Hugh Hendry
March 26, 2010 · Category: Macro Economics, The Investment Advice Business
Interesting video of a BBC journalist who spent a day with hedge fund manager Hugh Hendry. Click here.
(Via The Mises Institute Blog)
Posted by Greg Feirman · No Comments »
The Worst Investment Management Compensation System Ever
February 16, 2010 · Category: Hedge Funds, The Investment Advice Business
I just read a shocking article in on the front page of today's Money & Investing section in The Wall Street Journal: "Losing A Ton And Still Making A Killing", Dennis Berman, February 16, C1 . ...
Posted by Greg Feirman · No Comments »
Barron’s: Money Flowing Out of US Funds Into Emerging Markets
January 11, 2010 · Category: Emerging Markets, The Investment Advice Business
Source: "Wish You Were Here", Barron's, January 9
Posted by Greg Feirman · No Comments »
The Bulls Are Idiots
December 20, 2009 · Category: Economics, Macro Economics, Market Commentary, Sentiment Analysis, The Investment Advice Business
Last week, two prominent commentators came out with bullish pieces. I was anxious to read them to measure the bullish case, but in the end I was unpersuaded.
*****
The first piece was from Princeton Economist, and ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: What The Greatest Investor In The World Is Doing Right Now
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Dow 10,000
October 20, 2009 · Category: Macro Economics, Sentiment Analysis, Stocks, The Investment Advice Business, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Bear David Rosenberg Wrestles With The Uber-Rally On CNBC This Morning
October 19, 2009 · Category: Macro Economics, Market Commentary, Sentiment Analysis, The Investment Advice Business
Posted by Greg Feirman · No Comments »
BeSpoke: Analysts Most Bullish In Two Years
October 8, 2009 · Category: Sentiment Analysis, The Investment Advice Business
(Source: "Analysts At Most Bullish Level In Two Years", BeSpoke Investment Group, October 7)
Very interesting chart from BeSpoke Investment Group. The chart measures up changes versus down changes in analysts earnings estimates in the four ...
Posted by Greg Feirman · No Comments »
