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13F Watch: Latest Portfolio Moves by Buffett, Einhorn, Klarman and Others
A review of the aggregate SEC Form 13F filings for the third quarter of 2012 revealed that US institutional investors added to their holdings in energy and financial stocks, and reduced their exposure...
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Fiscal and Monetary Policy: Both Moving in the Wrong Direction?
On a day when it appeared Congress was closer to bridging the divide on the fiscal cliff, the minutes came out from the Federal Reserve’s 23–24 October policy meeting indicating that the Federal Open...
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Kyle Bass on Japan’s Debt Crisis: This Is How It Falls Apart
Hayman Capital’s Kyle Bass sees Japan in “its final checkmate phase” at the end of a 70-year debt supercycle. Bass will be speaking at the 66th CFA Institute Annual Conference in Singapore. Read more →
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13F Watch: Fund Managers Add Financials, Trim Technology, and Face Off over...
A recap of some of the notable portfolio changes made by several prominent investors in the fourth quarter of 2012. Read more →
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13F Watch: Funds Add Health Care and Trim Technology as Activists Take Center...
In the first quarter of 2013, institutional investors added to their equity holdings in the healthcare sector while reducing their exposure to the technology stocks. Among the most widely held stocks,...
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13F Watch: What Ten Prominent Portfolio Managers Are Buying and Selling
A detailed review of 13F filings for the first quarter of 2012 reveal that, as a group, portfolio managers moved out of energy, utilities and consumer staples stocks and beefed up their holdings of...
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