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Slinging Mud Won't Secure the World's Oil Supply

(Bloomberg Opinion) — It’s just been six months since the biggest crisis for Russian oil distribution in living history, and the leader of the country’s largest oil company is already flinging mud in the direction of the world’s other two giant oil producers, Saudi Arabia and the U.S.On Thursday, speaking at the Verona Forum, Igor Sechin, chief executive officer of state controlled Rosneft PJSC, which produces more than a third of Russia’s crude, said it was time to “reassess Saudi Arabia’s role as the unconditionally reliable oil supplier” in light of last month’s drone attack on Saudi oil infrastructure. Then …read more […]

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Fed to Cut Rates Again, But What Comes After That?: Economy Week

(Bloomberg) — Federal Reserve Chairman Jerome Powell is expected to deliver the third straight U.S. interest rate cut this week — but the real news will be if he signals the end of the easing cycle or leaves the door open for more.Recent U.S. economic data has been mixed, with weakness among manufacturers contrasting with resilient consumers who contribute the lion’s share to national output.Who’s Who on the Fed’s Dot Plot?There are also central bank decisions in Japan, Canada, Brazil and Colombia, and the first estimate of third-quarter GDP in the euro area. Data watchers: don’t forget the clocks go …read more […]

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Hedge Funds Have Never Been This Bullish On Ciena Corporation (CIEN)

The first quarter was a breeze as Powell pivoted, and China seemed eager to reach a deal with Trump. Both the S&P 500 and Russell 2000 delivered very strong gains as a result, with the Russell 2000, which is composed of smaller companies, outperforming the large-cap stocks slightly during the first quarter. Unfortunately sentiment shifted […] …read more […]

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Advanced Energy Industries, Inc. (AEIS): Are Hedge Funds Right About This Stock?

Amid an overall bull market, many stocks that smart money investors were collectively bullish on surged through October 17th. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 45% and 39% respectively. Our research shows that most of the stocks that smart money likes historically generate strong risk-adjusted returns. […] …read more […]

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Hedge Funds Are Betting On Power Integrations Inc (POWI)

Hedge funds are known to underperform the bull markets but that’s not because they are bad at investing. Truth be told, most hedge fund managers and other smaller players within this industry are very smart and skilled investors. Of course, they may also make wrong bets in some instances, but no one knows what the […] …read more […]

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Hedge Funds Are Warming Up To The Hain Celestial Group, Inc. (HAIN)

“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 […]