Tag Archives: Not Categorized

Investment Outlook 2014: Are you Ready to Race with Stallions?

By David Drake, The Soho Loft   The year 2014 will be full of change and innovation in the finance and investing landscape as many newcomers will enter the game of finance. Here are some of the changes and trends that we see for the year 2014:   1. JOBS Act   SEC will try to make it clear for […]

Identifying Hedge Fund Risk is Risky Business

We received an interesting question from one of our members earlier this week: “I was wondering if someone could give me an idea of where hedge funds are on the totem pole as far as risk with intangible investments. My guess is that they rank with growth mutual funds and are less risky than stocks but I would like a […]

Investment Philosophy, The Mystery Buyer, Trouble Brewing for Munis, NYS Going Broke, SAC Capital Under the Gun

Every morning my father and I begin the trading session with a review of our investment strategy. We point out pros and cons and attempt to poke holes in theory. We perform this ritual every day, without fail, for the simple reason that when investing in the stock market those who stand still get steam rolled. Success can have the […]

Investment Strategy Turns More Cautious, Existing Home Sales, Record Auctions This Week, Galleon Grief

Stock Market Investing: The Equity markets were down across the board Friday as the week ended. Last week was a week of churning and distribution, two actions I hate to see during a market advance as they often mark the end of a rally. To make matters worse the churning has occurred at key areas of resistance on all three […]

Differences Between Capital Introduction and Third Party Marketing

If you ask ten different hedge fund professionals to explain the difference between third party marketing and capital introduction, you are bound to get ten different answers.  Though often confused, each practice serves a vital role in attracting capital to the industry.  Recently in his Hedge Fund Capital Introduction Blog, Evan Rapoport, Co-founder of HedgeCo Networks, spent some time dissecting […]

Hiring Slowly Picking Up at Hedge Fund Firms

While the debate rages on as to whether the economy is, indeed, displaying evidence of “green shoots,” numerous hedge fund firms appear to be taking matters into their own hands, repositioning themselves to benefit from any signs of improving investor sentiment.  In particular, several firms have gone on recent hiring sprees in an attempt to lock in the best and […]

Courtesy of Obama ‘Change’ is a Baffling Word, Bernanke Reappointment, “Cure Rate” on Mortgages Plunging, Central Bankers Call for Continued Stimulus

The American people are receiving a true education from our president regarding the various uses of the baffling word that is ‘Change‘. First, during Obama’s campaign for presidency, we were led to believe that change meant ‘out with the old, in with the new’. Old representing all that was bad and new all that was good. Then, after obtaining the […]

Bill Ackman and the State of Activist Investing, Part II

Despite a series of ongoing challenges, a variety of environmental effects have recently swung in the activists’ favor.  First, as mentioned in my previous blog post, stock prices have taken a tremendous hit over the past year.  Yet while the news media tend to tout the market’s recent resurgence, in reality the S&P 500 still remains more than 25% below […]

Pension Funds Side with Hedge Funds over EU

Reuters reports British pension funds are joining the battle against European Union’s proposed regulations on the hedge fund and alternative investment universe. The National Association of Pension Funds (NAPF) and a director at Hermes, manager of the largest corporate scheme in Britain, said the rules could restrict investment choices and returns, further affecting the ability of pension funds to provide ample […]

Bill Ackman and the Current State of Activist Hedge Funds, Part I

Bill Ackman, the forty-three-year-old founder of hedge fund firm, Pershing Square Capital Management, has had a rough go of late. Readers may recall that in 2007 he raised $2 billion from private investors in order to start a new hedge fund, Pershing Square IV.   Employing a highly-leveraged mix of common stock and call options,  Ackman invested the proceeds in […]