Avery Fisher Hall at Lincoln Center on conference morning.  I’m live from the 20th Annual Ira Sohn Conference in New York City. We did our Halftime Report show live from the hall before I got a chance to get into the event itself, so I missed David Einhorn’s presentation (more below). I got to meet…

“Thanks for keeping my portfolio intact and not listening to me when I complained.”

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No Hot Links today as I have a packed morning and then I’m headed over for the 20th annual Ira Sohn Conference at Lincoln Center for the day (full agenda here, wait til you see this speaker lineup!). But I wanted to say a few things about Periscope, the new livestreaming social app that’s slowly…

This weekend’s must-read comes from Kopin Tan, who left the US last year as part of Barron’s new push to court the burgeoning stock market investor class in China. His timing could not have been better, it turns out, with a massive bull market in Chinese now underway after years of stagnation. Chinese stocks have…

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…the trends reverse. Crowded trades get unwound and popular bets get taken to the woodshed. The story you’ve told yourself has been told so many times that there is no one on the other side. “Oil is dead money at best” and “The euro is headed to parity and beyond with the dollar” and “biotech…

I’m really looking forward to this Monday’s 20th Annual Ira Sohn Investment Conference.