Michael

Notes from Delivering Alpha 2014, Part III

Thanks for dropping by for the third and final part of my notes from today’s Delivering Alpha conference. What follows below will be insights from John Paulson, a few of the younger, up and coming superstars of the hedge fund industry (we shall see), a discussion with Nelson Peltz and Ken Moelis, followed by Carl…

Notes from Delivering Alpha 2014, Part II

Below, my notes from the middle panels of the day. If you missed my notes from the first few of the day, they’re published already – right here. The middle panels of the day consisted of insights from Leon Cooperman (who came over and said the nicest thing to me I’ve ever heard, I’m still…

Notes from Delivering Alpha 2014, Part I

I woke up this morning at 5:30 with no alarm clock. It was dark and gloomy for the drive into Manhattan but I couldn’t possibly be in a brighter mood. Today I get an opportunity to see and hear from a dozen of the world’s greatest investors all in one day at CNBC and Institutional…

So this happened today…

Does this sound more like a markets discussion or a political debate? Was this about actual policy efficacy – or a rationalization for extreme predictions that were utterly wrong? You be the judge:

Let’s say you’re the best trader ever…

…would it be worth trading frequently even if that were the case?  (it probably isn’t, sorry) We have lots of friends in the hedge fund and asset management arena at my shop, and we have a great deal of respect for the work that they do and the insights they share. But we typically don’t allocate…