13-F Summary: Who Bought And Sold What In The Fourth Quarter

Today's barrage of 13F releases showed that in the last quarter of 2017, many funds turned their back on some of the FAANG stocks, as managers like Duquesne, Coatue, Maverick and PointState trimmed their Facebook stakes while Point72 and Maverick Capital reduced their Google exposure.

  • Feb 14, 2018 9:25 PM
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Strategies For Tomorrow

"Looking forward, an important question we must consider is will bonds help minimize losses as they have done in the past..."

  • Feb 14, 2018 7:40 PM
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USDJPY Extends Losses After Japanese Machine Orders Crash

It has not been a good week for Japan's economic outlook as following last night's dismal GDP print, tonight shows Japanese Machine Orders collapsed 11.9% MoM in December - the biggest crash since Japan raised the sales tax in May 2014...

  • Feb 14, 2018 7:06 PM
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The Rate-Puzzle Is Coming Together

"Yesterday, the Director of National Intelligence came out and described the national debt on an unsustainable path and a national security threat. This is literally where we are as a nation."

  • Feb 14, 2018 6:13 PM
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The Ghosts Of 1968

The hope of 1968 that public demonstrations can actually change the power structure has been lost. The ghosts of 1968 inform us that there is no reforming the status quo power structure...

  • Feb 14, 2018 4:26 PM
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Zuma Resigns As President of South Africa

During a nearly hour-long televised address, Jacob Zuma - the embattled president of South Africa who was facing a coup by his own party - announced he was resigning, ending speculation over his fate.

  • Feb 14, 2018 4:09 PM
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