Pension Pulse

FEBRUARY 16, 2024

A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon. That fund, Scion Capital, also boosted bets on Chinese e-commerce giants Alibaba and JD.com.

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Hedge Funds Funds Asset Management Assets 59

Pension Pulse

AUGUST 18, 2023

Markets are on edge ahead of the annual gathering of policy makers at Jackson Hole in Wyoming next week, according to Andrew Hunter, deputy chief US economist at Capital Economics. George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

MAY 19, 2023

LTK Capital Management is up huge this year, close to 300%, trouncing elite hedge funds and money managers. The buy ratio was among the highest for securities that had at least 50 position changes, according to Bloomberg’s analysis of 13F filings by 1,099 hedge funds. Hedge funds added a net 13.47 dropped $1.15

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Ballast Advisors

NOVEMBER 29, 2022

Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes. It’s a strategy that can help you reduce your tax bill by generating losses on investments to offset capital gains and other income. Depending on your situation, you may have big capital gains in the future.

Taxes 40

Taxes Mutual Funds Consulting Consultants 40

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. I am a CFA® charterholder and financial advisor marketing consultant.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

APRIL 11, 2022

For those of you who are new to my blog, my name is Sara. And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What’d ya think of my blog on hourly financial advisors?

Portfolios 52

Portfolios Investors Consulting Consultants 52

Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

Quiet Growth

MAY 17, 2023

Capital Asset Pricing Model (CAPM): Building upon MPT, this model defines the relationship between expected return and risk for a security. It is used extensively by mutual funds, hedge funds, and other institutional investors to create various financial products. Moreover, MPT is not limited to individual investors.

Portfolios 52

Portfolios Finance Financing Assets 52

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. Secondly, The ”bad companies” who are the offenders already have enough capital. They aren’t issuing shares to fund their operations. According to Dr. Quigley, 90% of capital raising happens through the bond market. It’s just exchange of shares.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

NOVEMBER 15, 2022

But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. And the whole thing is just an egregious affront to free market capitalism. It’s like the mutual fund business back in the 80s.

Mutual Funds 111

Mutual Funds Finance Financing Asset Management 111

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. And so that’s actually when I started blogging, I started kidding. Prohibits you from showing a back test for a mutual fund or an ETF.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. The original research actually, the Fama-French paper argued that market capitalization was standing in as a proxy for us, that small companies were riskier than larger companies.

Education 119

Education Finance Financing Taxes 119

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. We have the same capital as before.

Finance 59

Finance Financing Debt Banks 59