Tyler Durden's picture

What The Biggest Hedge Funds Did In Q1: The Full 13-F Summary

While far less attention is being paid to hedge fund 13F filings, which show a stale representation of equity long stakes among the hedge fund community as of 45 days prior, than in years gone by as a result of increasingly poor performance by the 2 and 20 crowd, they still remain closely watched source of investment ideas but mostly to find out what the new cluster ideas and hedge fund hotel stocks are at any given moment. Here are the highlights from the latest round of 13F filings.

globalintelhub's picture

The Two Faces Of Facebook

Facebook (FB) stock is going to crash, it's a disaster waiting to happen.  FB is supported by an artificial house of cards, based on hopes and dreams.

Tyler Durden's picture

Market Breaks - AMZN, GOOG Trading Suspended On NYSE ARCA

Who could have seen that coming? Ahead of potentially the most important data point of the year - now that The Fed lost its China excuse overnight - NYSE Arca reports a 'glitch'


We are sure it will all be fixed by the time the market opens and the ramping algos have taken back control.

Tyler Durden's picture

Google Releases Its Robotic Dog In The Wild, Leads To The Following "Close Encounter"

one week after GOOG shocked the public with the eerie-looking "Atlas", it has now gone the cuteness route and released another clip, this time of Spot, Google's electronic dog, which is seen in the following celip in "the wild" and engaged in a close encounters with its non-robotic peers.

Tyler Durden's picture

What Hedge Funds Bought And Sold In Q4: The Full 13-F Summary

Yesterday was the last day for hedge funds to submit their Q4 13-F filings, and the biggest reactions this morning can be found in the stock of Kinder Morgan which rises 9% pre-mkt after Berkshire reported a new stake. Autodesk also gained 2% post-mkt yday after Lone Pine took a new position. Several funds boosted or reported new stakes in while Jana Partners reported a new stake in Valeant. Both Icahn and Einhorn trimmed their AAPL holdings.

Tyler Durden's picture

Dow Dumps 300 Points From Yesterday's Highs

Remember how awesome everything was yesterday? We have one question - how long before "investors" demand that AAPL is replaced by GOOG in The Dow?

Tyler Durden's picture

Google Soars After Hours, Surpasses Apple As World's Most Valuable Stock, After Big Q4 Beat

If there were any concerns that retailers and other vendors of goods and services are hunkering down on their ad spending, those fears can be safely swept under the rug because just days after Facebook's dramatic beat, moments ago GOOG likewise slammed expectations by beating massively both on the top and bottom line.

Tyler Durden's picture

"Is The Bottom In?" - BofA Answers The Question Everyone Is Asking

The one question on everyone's lips, is whether aside from a "interim low", was Wednesday's flush the market's lows for the foreseeable future, and certainly for the first quarter.Bank of America responds.

Tyler Durden's picture

Blame Birinyi!

Just before the US equity market topped out last August, none other than infamous stock-chart-extrapolator Laszlo Birinyi ventured on to CNBC and proclaimed that the S&P 500 will hit 3,200 by the end of 2017. Since the soprano uttered that extreme, US equity markets have collapsed not just once, but twice and now trade at levels first seen over two years ago...

Phoenix Capital Research's picture

Warning: the FANGs Are Breaking Down

The former market leaders are all beginning to breakdown. Has the market top finally hit?

Tyler Durden's picture

The Next Big Short

At the end of the day, the current preposterous $325 billion market cap has nothing to do with the business prospects of this firm or the considerable entrepreneurial prowess of its leader and his army of disrupters. It is more in the nature of financial rigor mortis - the final spasm of the robo-traders and the fast money crowd chasing one of the greatest bubbles still standing in the casino.

Tyler Durden's picture

"2016 Will Be No Fun" - Doug Kass Unveils 15 Surprises For The Year Ahead

My overriding theme and the central drama for the coming year is that unexpected events can take on greater importance as the Federal Reserve ends its near-decade-long Zero Interest Rate Policy. Consensus premises and forecasts will likely fall flat, in a rather spectacular manner. The low-conviction and directionless market that we saw in 2015 could become a no-conviction and very-much-directed market (i.e. one that's directed lower) in 2016. There will be no peace on earth in 2016, and our markets could lose a cushion of protection as valuations contract. (Just as "malinvestment" represented a key theme this year, we expect a compression of price-to-earnings ratios to serve as a big market driver in 2016.) In other words, we don't think 2016 will be fun.

Tyler Durden's picture

Uncertainty Looms Over Global Markets In 2016

Without being able to predict the election outcome in 2016, it will be prudent to keep cash levels high in order to maintain flexibility. Furthermore with the leading beta asset classes starting to exhibit corrections, there are growing signs that the investing environment is changing, which should give investors pause.

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