| Articles related to Paul Tudor Jones |
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 | Richard Mills - Ahead of the Herd |
| Two Bullets |
| I’ve read the following article so many times I can just about recite both from memory. I found it years ago, anon, thank you, you’ve helped keep me focused.
I hope readers find Two Bullets as useful as I did.
Aheadoftheherd.com
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Two Bullets
Several years ago, I met someone, Trader Joe, who was an expert technical trader. I call him an expert because he lived off of his profits, he was financially independent, and he frequently went on random scuba diving and bird watching vacations atWednesday, May 13, 2020 |
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 | Andy Hoffman - Miles Franklin |
| Debt and Delusions – Part 2 |
| This article was written for Miles Franklin by Gary Christenson. Part one is available here.
The problem with debt is the creditor expects to be repaid.
Sovereign debt will be “rolled over,” never extinguished, and repaid with new debt. We delude ourselves and pretend total debt will increase forever (it can’t). That explains global debt exceeding $230 trillion today and official U.S. government debt approaching $21 trillion, with unfunded liabilities adding another $100 – $200 trillion. There aSaturday, March 10, 2018 |
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| Graham Summer - Gains Pains & Capital |
| The "Other" Side of Asymmetry You Never Hear About |
| By Chris at www.CapitalistExploits.at
Everyone's heard of "The Big Short". We've Hollywood to thank for that, and thank them I will. After all, who didn't love Margot Robbie explaining how it all worked? Even Mrs. Chris liked her.
Of course, our heroes correctly bet against these mortgage backed securities smoking piles of isht and now they all drive Porsches and eat lobsters in their bathrobes.
Likewise, everyone's heard of Jesse Livermore's famous shorting of the 1907 and 1929 markets whereWednesday, November 22, 2017 |
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 | Nathan Lewis - New World Economics |
| It’s Getting Uncomfortable in the Prices, Interest Money Box |
| We’ve been talking about The Midas Paradox (2015), by Scott Sumner.
July 23, 2017: The Midas Paradox (2015), by Scott Sumner
July 31, 2017: The Midas Paradox #2: Blame Gold
August 3, 2017: The Midas Paradox #3: It’s So Because I Say It Is
August 11, 2017: The Midas Paradox #4: Much Ado About Nothing
I’ve mentioned many times the “Prices, Interest, Money Box” that economists got themselves into beginning in the 1870s, and are still in today. The result of this, regarding the Great Depression, is Friday, August 18, 2017 |
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 | Michael Ballanger |
| Keep Calm and Carry On |
| As I was walking through the shopping district of Kingston-on-Thames yesterday, I was wondering whether the locals had gotten the memo that the country remained on "High Alert" in light of the Manchester bombings. Here I was in the middle of an historic "village," walking across the Clattern Bridge (built in 1293) along with thousands of British shoppers, laughing and joking, sitting in pubs, talking about the rugby matches and generally going about their regular daily business as if nothing hadFriday, June 2, 2017 |
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 | Andy Sutton |
| Schwab: Brokerage Accounts Rise by 44 in First Quarter |
| A few days ago Charles Schwab, the investment brokerage firm, announced that the number of new brokerage accounts soared 44% during the first quarter of 2017.
More specifically, Schwab stated that individual investors are opening up stock trading accounts at the fastest pace the company has seen in 17 years.
17 years.
Anyone remember what happened 17 years ago?
Oh right. The Dot-com bubble burst.
After years of unbelievable gains in the 1990s, the NASDAQ Composite index peaked at 5,132.52 onSunday, April 23, 2017 |
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| 24hGold - Yahoo |
| Stocks Trading With Low PS Ratio, Wide Margin of Safety |
| Dow Chemical Co. (DOW) is trading at about $41 with a P/S ratio of 0.98, a trailing 12-month P/E multiple of 10.69 and an estimated forward P/E multiple of 10.49. The company has a market cap of $47.87 billion and over the last 10 years, the stock has dropped by 3%. During the last 52 weeks, the price has been as high as $57.10 and as low as $35.11.$warning_sign_link List of 52-Week Lows List of 3-Year Lows List of 5-Year LowsThe DCF model gives a fair value of $39.49, putting the stock as sligThursday, January 21, 2016 |
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| 24hGold - Yahoo |
| Stocks Trading With Low PS Ratio, Wide Margin of Safety |
| Dow Chemical Co. (DOW) is trading at about $41 with a P/S ratio of 0.98, a trailing 12-month P/E multiple of 10.69 and an estimated forward P/E multiple of 10.49. The company has a market cap of $47.87 billion and over the last 10 years, the stock has dropped by 3%. During the last 52 weeks, the price has been as high as $57.10 and as low as $35.11.$warning_sign_link List of 52-Week Lows List of 3-Year Lows List of 5-Year LowsThe DCF model gives a fair value of $39.49, putting the stock as sligThursday, January 21, 2016 |
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| 24hGold - Yahoo |
| Air Liquide Set to Buy Airgas |
| Recently Airgas Inc. (ARG) agreed to be acquired by Air Liquide (AIQUF).The company reported its sales increased 7.8% during the quarter, up 4.6% compared to the same quarter of 2014.Driven by the dynamism of Healthcare and Electronics and ramp-ups in Large Industries, the group delivered a sustained increase in sales in which it rose by 7.4% on a reported basis, up 4.5% on a comparable basis versus the same quarter of a year before.About Airgas Inc.The company is a producer of atmospheric gasesSunday, November 22, 2015 |
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| 24hGold - Yahoo |
| An Attractive Dividend Stock in the Utility Sector |
| In this article, let's take a look at Scana Corp. (SCG), a $7.72 billion market cap South Carolina corporation that is engaged in the generation, transmission, distribution and sale of electricity to retail and wholesale customers and the purchase, sale and transportation of natural gas to retail customers.Hedge fund activityJim Simons (Trades, Portfolio) is the largest shareholder of the stock with a stake containing 577,200 shares valued at $29.2 billion. The guru has increased his position byFriday, August 28, 2015 |
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| 24hGold - Yahoo |
| Kyle Bass Focuses on Fuel, Pharmaceutical Stocks in Second Quarter |
| If there was a theme to Kyle Bass (Trades, Portfolio)' investment activity in the second quarter, the founder of Dallas-based Hayman Capital Management L.P., displayed an interest in fuel and pharmaceutical stocks. Not all of Bass' transactions fit neatly into that category, of course, but many did, including most of the largest ones.Kyle Bass Stock PicksKyle Bass Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsBass bought 11 new stakes in the second quarter. He bougMonday, August 24, 2015 |
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| 24hGold - Yahoo |
| Energy Sector Dominates Robert Bruce's Second-Quarter Activity |
| Robert Bruce (Trades, Portfolio) and his son Jeff run the Bruce Fund, where they had annualized returns of nearly 30% between 2000 and 2006. More recent returns have been more modest, but they have remained in positive territory - 13.68% last year, 18.95% in 2013, 7.86% in 2012.Robert Bruce Stock PicksRobert Bruce Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsThe Energy Sector only has a 5% weighting in Bruce's portfolio, but energy stocks dominated his second-quarWednesday, August 19, 2015 |
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| 24hGold - Yahoo |
| Tweedy Browne Reduces 33 Stakes in Portfolio |
| For nearly a century, Tweedy Browne (Trades, Portfolio) has been advising investors and managing funds in accord with the principles of Benjamin Graham. Last year, Tweedy Browne (Trades, Portfolio)'s strategy produced better than a 4% return. In the two preceding years, the returns were in double digits - 22.68% in 2013 and 15.45% in 2012.Tweedy Browne Stock PicksTweedy Browne Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsTweedy Browne (Trades, Portfolio) reduced iMonday, August 10, 2015 |
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| 24hGold - Yahoo |
| John Hussman Buys, Sells Most Valuable Stakes in Second Quarter |
| John Hussman (Trades, Portfolio), president and principal shareholder of Hussman Strategic Advisors, devoted much of his attention in the second quarter to his existing stakes, buying or selling stock in seven of his 10 most valuable holdings.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHe sold more than one-quarter of his most-valuable stake, Newmont Mining Corp (NEM), a Colorado-based gold producer. Hussman sold 300,000 shareTuesday, August 4, 2015 |
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| 24hGold - Yahoo |
| John Hussman Buys, Sells Most Valuable Stakes in Second Quarter |
| John Hussman (Trades, Portfolio), president and principal shareholder of Hussman Strategic Advisors, devoted much of his attention in the second quarter to his existing stakes, buying or selling stock in seven of his 10 most valuable holdings.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHe sold more than one-quarter of his most-valuable stake, Newmont Mining Corp (NEM), a Colorado-based gold producer. Hussman sold 300,000 shareTuesday, August 4, 2015 |
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| 24hGold - Yahoo |
| John Hussman Shakes Up Portfolio in Second Quarter |
| Stock market analyst and mutual fund owner John Hussman (Trades, Portfolio) made his reputation by predicting the Great Recession of 2008-2009. In the second quarter of 2015, he shook up his Top 10 holdings by volume.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHussman reduced his stake in Barrick Gold Corp (ABX) by one-third, but it remained the largest stake by volume in his portfolio. Hussman sold 750,000 shares of his 2,250Saturday, August 1, 2015 |
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| 24hGold - Yahoo |
| John Hussman Shakes Up Portfolio in Second Quarter |
| Stock market analyst and mutual fund owner John Hussman (Trades, Portfolio) made his reputation by predicting the Great Recession of 2008-2009. In the second quarter of 2015, he shook up his Top 10 holdings by volume.John Hussman Stock PicksJohn Hussman Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsHussman reduced his stake in Barrick Gold Corp (ABX) by one-third, but it remained the largest stake by volume in his portfolio. Hussman sold 750,000 shares of his 2,250Saturday, August 1, 2015 |
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| 24hGold - Yahoo |
| FPA Capital Fund Sells Portions of 13 Stakes in Second Quarter |
| The FPA Capital Fund (Trades, Portfolio) typically has roughly a 50-50 mix of buying and selling activity in a quarter, but most of its activity in the second quarter involved selling only. FPA didn't sell any stakes in full, but it did sell portions of 13 existing stakes and added to just four.FPA Capital Fund Stock PicksFPA Capital Fund Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsFPA tends to invest in smaller companies, a strategy that produced a return of neaMonday, July 13, 2015 |
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| 24hGold - Yahoo |
| Julian Robertson Adds 16 New Stakes to Portfolio |
| As the founder of one of the earliest hedge funds, Julian Robertson (Trades, Portfolio) is a pioneer in the world of investing. Robertson made 16 new buys in the first quarter, two of which were significant enough to join the 10 most valuable stakes in his portfolio. Now retired, Robertson invests in hedge funds that are often run by his former employees.Julian Robertson Stock PicksJulian Robertson Current PortfolioThis Powerful Chart Made Peter Lynch 29% A Year For 13 YearsRobertson's net worthTuesday, June 23, 2015 |
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 | Captain Hook - Treasure Chest |
| Never Play Another Man's Game |
| If asked about 'the rules' of investing, Wall Street will offer endless variations, but never reveal the big one. Because to do this would point out to the legions hapless rubes (average investors) invested in the securities markets these days, that although stocks and bonds have done fabulously over the past six-years coming out of the 2008 financial crisis, still, for those who actually participated this must be looked at as good fortune more than anything else, especially considering you areMonday, April 6, 2015 |
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