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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Frontrunning: February 5

  • U.S. Stocks Set for Sharp Drop at Open (WSJ)
  • Bitcoin Drops 10% as Cryptocurrencies Sink (BBG)
  • A decade after recession, a jump in U.S. states with wage gains (Reuters)
  • Democrats See Campaign Issue in House GOP Memo Alleging Bias (BBG)
  • Trump accuses House intel panel's top Democrat of leaking information (Reuters)
  • Feb 5, 2018 8:25 AM
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Algorithms Are Fine - Until Governments Use Them Against Us

"Relying on algorithms to make the correct choice for each individual is a dangerous path. The results will be no different than what econometricians have done to the economy. By reducing humanity to a set of equations, algorithmic AI will create a warped version of society every bit as bad as the artificial economy we live with."

  • Feb 3, 2018 3:40 PM
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