Billionaire hedge fund founder David Tepper said his big bet after the Federal Reserve’s rate cut was to buy Chinese stocks. “I thought that what the Fed did last week would lead to China easing, and I didn’t know that they were going to bring out the big guns like…

Appaloosa Management’s David Tepper said investors should believe the Federal Reserve when it says it will lower interest rates because the central bank has now to keep credibility.”You just read what these guys are saying,” Tepper said on CNBC’s “Squawk Box” Thursday. “Powell told you something… He told you some…

See glossary of frequently used terms for definitions The ICE BofA US 3·Month T-Bill Index(benchmark) measures the performance of 3-month US T-Bills. Bloomberg 1-3 Year US Government/Credit Index measures the performance of the short-term (1-3 years) government and investment-grade corporate bond markets. The US Treasury Index an index based on…

This article was written byFollowI’m a retired Wall Street PM specializing in TMT; my educational background is a bachelor’s in Finance and Economics, and an MBA from Columbia, after which I directly began my career on Wall Street. Since kickstarting my career, I’ve spent over two decades in the market…

Growth and Income Managed Account Performance – USD (%) (as of 06/30/24) Cumulative Annualized Returns 2Q24 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception (01/01/93) Composite (pure gross*) 1.83 9.29 15.98 8.15 12.30 12.05 11.19 Composite (NET) 1.08 7.71 12.63 5.01 9.05 8.80 7.96 S&P 500® Index…

This article was written byFollowStony Chambers is a research service that synthesizes cogent investment perspectives on risk assets. The investment philosophy centers around deep fundamentals, impactful narratives, and Austrian economics. Time horizon is the primary dividing factor for research. Long-horizon research will focus on digital assets, macro, and general value…

This article was written byFollowONeil Trader is a former stockbroker turned full-time independent investor. He focuses on finding growth and biotech stocks with significant growth potential and calculates ideas in large part based on best risk-adjusted returns.He leads the investing group Growth Stock Forum which features: a model portfolio of…

This article was written byFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking…

Average Annual Total Returns for Period Ended 6/30/2024 Class Qtr (%) 1 Year (%) 3 Year (%) 5 Year (%) 10 Year (%) Since Inception (%) Inception Date Gross Expense Ratio (%) Investor -3.00 8.89 5.55 9.10 7.65 9.41 9/1/93 1.02 I -3.06 9.08 5.74 9.32 7.86 8.02 7/31/97 0.82…

This article was written byFollowJussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many…