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How Did Simon Property Group, Inc (SPG) Compare Against Hedge Fund Darlings in 2019?

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]

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Aston Martin Is Said in Last-Ditch Funding Talks  With Stroll, Geely

(Bloomberg) — Aston Martin Lagonda Global Holdings Plc is making a last-ditch effort to bring in fresh funding, with billionaire Lawrence Stroll closest to committing to buying a stake in the struggling U.K. luxury-car maker, according to people familiar with the matter.The Canadian investor and owner of the Racing Point Formula One team is in advanced discussions to inject about 200 million pounds ($260 million) as part of a capital increase by the automaker, said one of the people, asking not to be identified because the talks are confidential.Separately, Chinese tycoon Li Shufu’s Geely Group has held preliminary discussions about …read more […]

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Oil Comes Back to Haunt Asian Currencies as Volatility Increases

(Bloomberg) — Asian currencies have had a turbulent start to the year as geopolitical tensions have helped revive fears about an old foe that has undermined many of them in the past: crude oil.India’s rupee, South Korea’s won, and the Philippine peso have all seen volatility jump in the past two weeks as escalating tensions between the U.S. and Iran caused outsized swings in oil prices. If crude extends its march higher, that would saddle the three nations with heavier import bills and slower economic growth, weighing on their currencies.Oil prices have surged since early October as Middle-East turmoil has …read more […]

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Asian Stocks Set to Decline After U.S. Jobs Miss: Markets Wrap

(Bloomberg) — Asian stocks looked set to drop on Monday after U.S. shares declined following a lackluster employment report on Friday.Futures on South Korean and Australian shares retreated, and Japanese markets are closed for a holiday. The S&P 500 dropped from record levels on Friday after the latest jobs report delivered mixed signals on the strength of the economy, with payrolls missing estimates and wage growth the weakest in more than a year. Treasury yields fell that day as the wage data erased inflation worries.Geopolitics remained on the radar over the weekend, with Iran admitting it downed a Ukrainian jet …read more […]

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2019 Review: Most Favored Hedge Fund Stocks vs. Cardinal Health, Inc. (CAH)

We are still in an overall bull market and many stocks that smart money investors were piling into surged in 2019. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained more than 57% each. Hedge funds’ top 3 stock picks returned 45.7% last year and beat the S&P 500 […] …read more […]

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How Did Tenet Healthcare Corp (THC) Compare Against Top Hedge Fund Stocks in 2019?

Out of thousands of stocks that are currently traded on the market, it is difficult to identify those that will really generate strong returns. Hedge funds and institutional investors spend millions of dollars on analysts with MBAs and PhDs, who are industry experts and well connected to other industry and media insiders on top of that. Individual investors can piggyback […] …read more […]

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The Trade Desk, Inc. (TTD) vs. Hedge Fund Favorites in 2019

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]

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How Did Trimble Inc. (TRMB) Compare Against Top Hedge Fund Stocks in 2019?

We are still in an overall bull market and many stocks that smart money investors were piling into surged in 2019. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained more than 57% each. Hedge funds’ top 3 stock picks returned 45.7% last year and beat the S&P 500 […] …read more […]

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Hedge Fund Favorites vs. EnCana Corporation (ECA) In 2019

2018’s fourth quarter was a rough one for investors and many hedge funds, which were naturally unable to overcome the big dip in the broad market, as the S&P 500 fell by about 4.8% during 2018 and average hedge fund losing about 1%. The Russell 2000, composed of smaller companies, performed even worse, trailing the […] …read more […]