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This is the time you get 2014 predictions.  For the most part this is a completely worthless endeavor and a waste of your time unless you are a contrarian.   For me, it’s interesting reading and I am a contrarian. … Read more.

By GREGORY ZUCKERMAN, ROB COPELAND and NICOLE HONG CONNECT Updated Jan. 1, 2014 8:26 p.m. ET A trader who made more than $100 million from a $10 million bet against gold. A hedge fund that gained 42% after a bullish … Read more.

If you haven’t heard the cash registers churning away yet, it’s because you have no imagination.  Estimated sales today, the first day I read were $395 million already with long lines forming.   Since the state gets 25% of this … Read more.

Thank you to all of our followers this year.  We are lucky as the market has been very forgiving and generous to long investors.  This article from the Journal talks about just how successful “boring investors” were. It’s a good New Year’s resolution … Read more.

This is one heck of an interesting speech delivered by self-exiled American hacker/bad boy Jacob Applebaum.  I listened to half of it and came away with the conclusion if he died suddenly it would certainly not be surprising to anyone. … Read more.

Interesting article for me as we have a similar investment style.  They have a long short insider fund as well which we have significantly outperformed.  Their long only fund is smoking it this year as you would expect.  It’s not … Read more.

Henry Blodget calls for stock market crash again.  Good work Henry. I really love the charts  but we all know a broken clock is right twice a day. As for market crashing, I think the warm up signs are pretty … Read more.

A Holiday Gift for Apple Shareholders By TERESA RIVAS | MORE ARTICLES BY AUTHOR A deal that will open up the vast China market to iPhones should help the stock for years to come. Apple investors got an early Christmas present after … Read more.

Where’s the next Black Swan event coming from?  My guess China or Iran/MidEast.  The banking sector in China has been discussed as train wreck waiting to happen. By SHEN HONG And DINNY MCMAHON CONNECT Dec. 23, 2013 7:50 a.m. ET … Read more.

This remarkable editorial from the Saudi Ambassador to the UK is tantamount to a call to arms.  We have been buying some of the oil companies (APA, APC, OXY, CLR as they have sold off nicely on the fear of … Read more.

Mar 2015 Feb 2015 YTD 1 Year Avg Index / Sub Strategies Currency Value ROR Value ROR Return Return Annl* Std Dev* Sharpe* Credit Suisse AllHedge Index USD 135.96 0.39% 135.43 0.93% 1.79% 3.20% 2.97% 6.55% 0.24 Convertible Arbitrage USD … Read more.

If I had to call it, I’d say buy the tapering.  But we don’t trade the market we trade in individual ideas.  None the less the market has been week due to its preoccupation with Fed easy money and a … Read more.

  Sunday, 15 Dec 2013 | 5:02 PM ET CNBC’s Sri Jegarajah takes you through the results of this week’s forex sentiment survey. Dollar bulls are betting the Federal Reserve will start cutting stimulus measures as early as this week, … Read more.

The view from the Bund of Shanghai, the Pudong section of town.  To get some idea of the scale, the tall building under construction to my right is the Shanghai Tower. It is the tallest of a group of three supertall buildings … Read more.

By STEPHANIE BANCHERO CONNECTUpdated Dec. 3, 2013 7:12 a.m.ET I just returned from 10 days in China.  The last part of the trip we visited a family friend and former intern of mine, Max Leary.  Max is enrolled in the … Read more.

All for One: China’s New Deal What appears to be the country’s generous new bargain is actually a move to strengthen the state By ANDREW BROWNE CONNECT Updated Nov. 22, 2013 7:53 p.m. ET China announced both economic and political reforms to pave the way for the country’s future. The WSJ’s Andrew Browne tells Deborah Kan what Xi Jinping’s China is shaping up to look like. If human figures were represented … Read more.

I am on a short 10 day trip through China’s major cities, Beijing, Shanghai, and Hong Kong. I wanted my kids to get a sense of the Asian imperative, the thousands of bright ambitious young Chinese swelling the ranks of … Read more.

If insiders are the smart money, no one told that to the Chairman of the Board,  William Macaulay as he bought $3.1 million dollars worth of stock nearly 7% higher than where it closed on Tuesday only three days ago. … Read more.

One of my favorite clients sent me this article.  This is something we have known to be true for a long time of course as we are the”insider’s fund”.  What is conspicuously absent from the reporters’s story is the revelation … Read more.

Our outlook: The current political headlines about the budget impasse and Government shutdown we just maneuvered reminds us of 2011 and the famous line from The Great Gatsby when he was reminded that you can’t repeat the past, Gatsby replied … Read more.