Have you ever wished you could see inside the mind of a billionaire investor? Well, four times a year, you can. At the end of each quarter, hedge fund managers are required to report their portfolios to the public in a Securities and Exchange Commission (SEC) filing called a 13F. These 13F filings offer investors a golden…
There’s quite a bit of talk these days about what’s “priced in” and what’s not. The market, for instance, had “priced in” an expansion (not just an extension) of PSPP and a 20bps cut from Mario Draghi this week and as it turns out, the market was wrong, leading the likes of Goldman to go…
Last week the markets were upset because ECB president Mario Draghi did not do enough to combat deflation. Draghi Recap ECB would continue its €60bn-a-month bond buying program for another 6 months until March 2017 “or beyond”. ECB reduced key interest rate to a historic low of minus 0.3 percent. ECB pledged to buy more…
This year has brought a bumper crop of mergers & acquisitions already, and the trend continued in October. However, while the number of announcements grew, acquirers spent less on M&As in aggregate during the month compared to how much they spent in September. M&A activity in the U.S. still rising FactSet’s Mergers staff reports that M&A activity…
Asian equities dropped to three-week lows Friday, following a global sell-off as comments from the Fed and the European Central Bank (ECB) had investors still worrying about a Fed rate increase. Fed chair Janet Yellen told Congress Friday night that recent economic data seem to be backing up the central bank’s expectations of an improved…
by Dirk Ehnts, Econoblog101 The BBC had an article last week which is interesting for two reasons: first, the authors seem to have no grasp of monetary theory, and second, the authors are not asking obvious questions. Let’s have a look: The overnight deposit rate was cut from -0.2% to -0.3%, to push banks to lend instead of…
This article originally appeared on IKnowFirst.com Amazon.com, Inc. (AMZN) is an e-commerce company. The Company sells a range of products and services through its Websites. The Company’s products are offered through consumer-facing Websites, which include merchandise and content that it purchases for resale from vendors and those offered by third-party sellers. It designs its Websites…
Microsoft (MSFT) is partnering with Autodesk (ADSK) to create virtual product development solutions for engineering and industrial design. The solution is centered on Microsoft’s HoloLens VR/AR holographic headset and Autodesk’s Fusion 360 cloud 3D design system. Microsoft wants to extend its software ecosystem into the projected $150 billion market of VR and AR. The move…
Prices of U.S. crude fell below $40 on Wednesday, leading to declining benchmarks on lower energy stocks. It has been a routine phenomenon this year as oil continued to slump due to a variety of reasons. At present, there is a wide consensus that such a trend is likely to continue in the immediate future….
The Eurozone is continuing to experience weak growth, low inflation and high unemployment. This cocktail of economic woes led investors to believe that the European Central Bank would step in with decisive, new measures aimed at boosting Eurozone economic activity. The speculation was that a cut in interest rates was possible, but they are already…
