Thursday, August 24, 2023

Rokos Capital: Japan Will Raise Rates In The Next 18 Months [Exclusive]

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Rokos Capital: Japan Will Raise Rates In The Next 18 Months [Exclusive] Rokos Capital returned 3.3% in July and is up 2.7% year-to-date, according to a copy of the hedge fund's latest monthly investor letter ValueWalk has been able to review. The London-based macro hedge fund, founded by Chris Rokos in 2015, had an excellent start to the year but came unstuck in March. After adding 51% […] read more
Keith Meister Is Keeping Pace With The S&P Despite Its Low Tech Exposure Lowell Capital Value Partners Corvex Select Equity Onshore FundThe Corvex Select Equity Onshore Fund returned 7.8% net for the second quarter, while the Corvex Select Equity Offshore Fund gained 7.7%. For comparison, the S&P 500 Total Return Index returned 8.7% for the second quarter. Year to date, Corvex is up 14.3%. Through the end of July, the Corvex Select Equity Fund is up […] read more
This Top Long/Short Equity Fund Is Winning Big On The Long Side Investment Southpoint CapitalSouthpoint Capital's Qualified Fund rose 11.7% net for the second quarter, bringing its year-to-date gain to 10.1%. Its Qualified Offshore Fund also rose 11.7% net, bringing its year-to-date return to 10%. For comparison, the S&P 500 rose 8.7% in the second quarter for a year-to-date return of 16.9%, while the Russell 2000 was up 5.2%, […] read more
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Arnott Capital – July Performance Update Arnott Capital commentary for the month of May ended July 31, 2023. The fund returned positive 1.12% for the month of July 2023. Net exposure averaged 40% long, while gross averaged 94%. This brings our calendar year return to positive 0.82% and since inception return to positive 20.88% p.a. net of fees. read more
These Were Venture Capitalist John Doerr's Favorite VC Firms In 2021 Hedge FundsMany well-known investors donate millions of dollars to charities every year, and some also do so through their own foundations. Venture capitalist John Doerr of Kleiner Perkins is one of those who have established a foundation to distribute their millions, and we can get an idea of which fund managers he trusts the most by […] read more
Why Buffett Has Always Avoided Debt Warren BuffettWarren Buffett made the bulk of his wealth after his 70th birthday. Even though he started investing and building businesses when he was a teenager, it's the last 20 years that have really counted. Buffett has benefitted from the miracle of compound interest. All the hard work, the little wins have compounded year after year […] read more
Not Dead Yet: Is Lyft Gaining Ground on Uber? Key Points Rideshare operator Lyft's turnaround strategy may be reaping positive results under a new CEO's leadership. Lyft has $900 million in cash and has resumed revenue growth lifting guidance… read more
3 Tailwinds Driving Palo Alto Networks to Fresh Highs Just as it looked like shares of Palo Alto Networks (NASDAQ:PANW) were on the verge of topping July's all-time high earlier this month, investors of the cyber security stock got a… read more
4 Reasons Zoom Video Is Ready To Rock Into A Reversal Key Points Zoom Video Communications is ready to reverse course and trend higher.  The Q2 results and guidance are favorable and should lead the analyst to raise their targets.  Institutions… read more
Is It Time To Take A Break From Real Estate Investments? Up to this point, investments may have been easy, with a steady flow of income to keep real estate investors happy. However, recent fluctuations and unstable market conditions could have… read more
Marks And Spencer Set For A FTSE 100 Position While Abrdn Could Be Ejected Again Main contenders for promotion to the FTSE 100 are Marks and Spencer, technical products supplier Diploma, and drug makers Dechra and Hikma. Demotion contenders include catalytic converter maker Johnson Matthey,… read more
Can Energizer Keep Going? The Broad Market Index was down 2.11% last week and 41% of stocks out-performed the index. Second quarter financial statements have been collected for 90% of the companies in our… read more
Latest Rent Trend Report Shows Renters Are Increasingly Willing To Pay Extra For More Space July data shows asking rents for apartments and homes have remained flat—or even decreased!—since June. Jonas Bordo of Dwellsy breaks down these trends by property type and size. Los Altos,… read more
Q2 Retail And Restaurant Same Store Sales And Earnings Jharonne Martis, Director of Consumer Research at LSEG, comments: "Abercrombie & Fitch Co (NYSE:ANF) smashed its Q2 revenue and earnings estimates. The teen retailer reported a robust 13% SSS gain, above… read more
Nvidia Earnings Will Be The "Grand Finale" To This Season In his podcast addressing the markets today, Louis Navellier offered the following commentary. If you wish to listen to this commentary, please click here.  Earnings "Grand Finale" Nvidia (NASDAQ:NVDA) is going… read more
GWU Arms Its Police, Despite Kumbaya Objections GWU Arms Its Police, Despite Kumbaya Objections; It Now Joins Overwhelming Majority of Major Universities GWU Arms Its Police WASHINGTON, D.C. (August 23, 2023) - Just before classes begin, George Washington… read more
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