Month: December 2019

Some politicians have claimed that capitalism is in crisis and needs to be fixed, but our system is working exactly as it should.
Today, Alexander Green debunks these claims and explains how Americans are living richer, better lives than ever.

Over the last several weeks, I’ve written a series of columns about political candidates – and Marxist economists – who promise to reinvent capitalism.
Their common complaint is that capitalism is in crisis and must be “fixed” in order to serve the American people.
Let’s stop for a moment and do a sober assessment.
U.S. GDP has never been greater. Unemployment is at a half-century …read more […]

Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds’ and successful investors’ positions as of the end of the third quarter. You can find articles about an individual hedge fund’s trades on numerous financial […] …read more […]

Legendary fund manager Li Lu (who Charlie Munger backed) once said, ‘The biggest investment risk is not the volatility… …read more […]

“Since 2006, value stocks (IVE vs IVW) have underperformed 11 of the 13 calendar years and when they beat growth, it wasn’t by much. Cumulatively, through this week, it has been a 122% differential (up 52% for value vs up 174% for growth). This appears to be the longest and most severe drought for value […] …read more […]

Industrial conglomerate 3M Co is exploring a sale of its drug delivery systems unit, which could fetch around $1 billion, Bloomberg reported on Friday, citing people with knowledge of the matter. The company is currently working with an adviser to run an auction process for the business, Bloomberg reported, adding that the business is likely to draw interest from private equity firms. 3M’s drug delivery business, which manufacturers inhalers and skin patches, accounted for about 1.4% of the company’s 2018 revenue of $32.77 billion. …read more […]

It is already common knowledge that individual investors do not usually have the necessary resources and abilities to properly research an investment opportunity. As a result, most investors pick their illusory “winners” by making a superficial analysis and research that leads to poor performance on aggregate. Since stock returns aren’t usually symmetrically distributed and index […] …read more […]

The blockbuster November jobs report will give President Trump leverage in negotiations with China, says Hercules Investments CEO James McDonald. He spoke with Yahoo Finance’s Alexis Christoforous, Myles Udland, Jared Blikre and Gregory Daco, Oxford Economics Chief U.S. Economist. …read more […]

Concerns over rising interest rates and expected further rate increases have hit several stocks hard during the fourth quarter of 2018. Trends reversed 180 degrees in 2019 amid Powell’s pivot and optimistic expectations towards a trade deal with China. Hedge funds and institutional investors tracked by Insider Monkey usually invest a disproportionate amount of their […] …read more […]

(Bloomberg) — Saudi Arabia surprised the oil market with deeper production cuts, sending crude prices soaring and predicting that Aramco, fresh from its initial public offering, will soon surge past the elusive $2 trillion valuation.After two days of grueling talks in Vienna that had focused on adjusting the OPEC+ quota and redistributing output cuts more equitably, Energy Minister Prince Abdulaziz bin Salman sent prices soaring with the promise to take the kingdom’s production down to levels not seen on a sustained basis since 2014, according to data compiled by Bloomberg.Oil jumped as much as 2.4% to $59.85 a barrel as …read more […]