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This article was written byFollowI am a value focused investor. Stocks rise and fall for many different reasons that we often cannot predict. Eventually, it is those companies with a wide moat and the ability to generate cash flow that prevail. Therefore, my investment focus is to find value stocks…
This story is part of CNBC Make It’s Six-Figure Side Hustle series, where people with lucrative side hustles break down the routines and habits they’ve used to make money on top of their full-time jobs. Got a story to tell? Let us know! Email us at [email protected] Odio-Sutton remembers the exact moment she…
Buried in a roughly 200-page quarterly filing from JPMorgan Chase last month were eight words that underscore how contentious the bank’s relationship with the government has become.The lender disclosed that the Consumer Financial Protection Bureau could punish JPMorgan for its role in Zelle, the giant peer-to-peer digital payments network. The…
This article was written byFollowCalamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major…
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…