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10:03 p.m. April 5, 2021 - MarketWatch
Credit Suisse takes $4.7B hit on Archegos meltdownCredit Suisse Group AG reported a $4.7 billion hit from the meltdown of Archegos Capital Management, slashed its dividends, and said its investment banking and risk chiefs would leave the bank. The moves follow two simultaneous crises that struck the bank. Archegos's collapse triggered a major loss in the bank's unit that services hedge funds.
4:19 p.m. March 29, 2021 - MarketWatch
Goldman, Morgan limit losses linked to ArchegosGoldman Sachs Group Inc. and Morgan Stanley were quick to move large blocks of assets before other large banks that traded with Archegos Capital Management, as the scale of the hedge fund's losses became apparent, according to people with knowledge of the transactions. The strategy helped limit the U.S. firms' losses in last week's epic stock liquidation, they said.
10:15 a.m. March 19, 2021 - By Mark Hulbert
How real estate has performed during the pandemic The place of real estate in retirees’ portfoliosThe place of real estate in retirees’ portfolios
1:47 p.m. March 10, 2021 - Barrons.com
Bull Case for Hedge FundsDavid Lebovitz, global market strategist for J.P. Morgan Asset Management, discusses how a volatile trading environment has highlighted the appeal of investing in hedge funds in 2021.
3:18 a.m. Feb. 20, 2021 - By MarketWatch
These money and investing tips can help you grab the controls if interest rates and inflation keep risingMoney and investing stories popular with MarketWatch readers over the past week.
9:18 a.m. Feb. 1, 2021 - By Tomi Kilgore
Interactive Brokers January DARTs more than triple from last yearShares of Interactive Brokers Group Inc. rose 6.9% in afternoon trading Monday, after the trade execution company, announced its January brokerage metrics, which included a more than tripling in daily average revenue trades (DARTs). The company, which services traders including individual investors, hedge funds, proprietary trading groups and financial advisors, said January DARTs totaled 3,295, up 223% from the same period a year ago, and up 43% from December. Client margin loan balances at month end were $40.8 billion, up 49% from a year ago and 5% higher than at the end of December. The average order size during January was 2,326 shares for stocks, 6.7 contracts for equity options and 2.8 contracts for futures. The average commission per cleared commissionable order was $2.44. The broker's stock has rallied 37.5% over the past three months, while the S&P 500 has gained 15.4%.
12:06 p.m. Jan. 31, 2021 - MarketWatch
GameStop short Melvin Capital lost 53% in JanuaryMelvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.
9:08 a.m. Jan. 29, 2021 - By Mark DeCambre
Dow losses grip on 30,000 and heads for 1,000-point weekly skid as stock market focuses on frenzy in GameStop, othersU.S. stocks saw losses accelerated Friday midday, with investors fixated on concerns related to continued short squeeze in popular trading names like GameStop and AMC Entertainment Holdings. Fears about the effectiveness of new vaccines amid new strains of COVID-19 were also rattling investors that have been wrestling with news on the virus and a glut of corporate quarterly results. The Dow Jones Industrial Average [: DJIA] was down 600 points, or 2%, at 29,990, the S&P 500 index was off 2.1% at 3,709, while the Nasdaq Composite Index [: COMP] was 2.2% lower Friday. GameStop shares were up 70% on Friday after trading app Robinhood said it would allow limited purchases of the stock. Robinhood restricted trading Thursday of GameStop, AMC and others caught up in a wave of buying by individual investors spurred on by a Reddit message board. However, market participants fear that the renewed surge in prices will ripple through the market taking down hedge funds and forcing liquidations of other assets.
6:32 a.m. Jan. 28, 2021 - By Lawrence G. McMillan
How to trade the S&P 500 index after Wednesday’s big drop More trades: VIX ‘spike peak’ buy signal, the bullish January Seasonal trade, and a conditional S&P 500 sell signalHere’s when to turn bearish.
3:18 a.m. Jan. 23, 2021 - By MarketWatch
These money and investing tips can keep your portfolio on the cutting edgehese money and investing stories were popular with MarketWatch readers over the past week. .
5:43 a.m. Dec. 12, 2020 - By Lawrence A. Cunningham
Stockpicking legend Warren Buffett and index champion John Bogle both knew the other was right about investing Active vs. passive is polarized but in fact they each have unique and valuable qualitiesActive vs. passive is polarized but in fact they each have unique and valuable qualities.
2:21 a.m. Dec. 2, 2020 - By Andrew Keshner
Ariel Investments’ John Rogers Jr. pushes corporate boards to have their own ‘Jackie Robinson moment’ Black households are almost twice as likely not to have any stock-market investments, one recent study showsBlack households are almost twice as likely not to have any stock-market investments, one recent study shows.
12:01 a.m. Nov. 5, 2020 - By Liz Weston
Why day trading is such an incredibly bad idea right now, and what you should be doing instead More people are trying to play the market, and it’s not going to end wellLet’s review not only why day traders are doomed but also why most people shouldn’t trade, or even invest in, individual stocks.
11:10 a.m. Oct. 10, 2020 - By MarketWatch
These money and investing tips can help you prepare for the future even though you can’t predict itThese money and investing stories were popular with MarketWatch readers over the past week.
5:34 a.m. Sept. 21, 2020 - By Michael Brush
Stock market is at the start of a selloff, says veteran trader Larry Williams Williams, age 77, is focused on seasonal patterns that consistently play out over timeWilliams, age 77, is focused on seasonal patterns that consistently play out over time.
2:55 p.m. Sept. 20, 2020 - By MarketWatch
These money and investing tips can keep your stocks and bonds covered in every seasonThese money and investing stories were popular with MarketWatch readers this past week.
9:48 a.m. Sept. 18, 2020 - By Jonathan Burton
Billionaire investor Ray Dalio on capitalism’s crisis: The world is going to change ‘in shocking ways’ in the next five years Veteran hedge-fund manager says capitalists don’t divide the economic pie well, so the system isn’t working effectively for allVeteran hedge-fund manager says capitalists don’t divide the economic pie well, so the system isn’t working effectively for all.
2:55 a.m. Aug. 30, 2020 - By MarketWatch
These money and investing tips can help you through the stock market’s worst month These money and investing stories were popular with MarketWatch readers over the past week.
3:05 p.m. Aug. 22, 2020 - By Silvia Ascarelli
Weekend reads: How to invest with the S&P 500 at a record high Also, the new math on your retirement money and who gets the extra $300 a week in unemployment benefitsAlso, the new math on your retirement money and who gets the extra $300 a week in unemployment benefits.
5:52 a.m. Aug. 22, 2020 - By Mark DeCambre
Investor who scored big in coronavirus rout and now says stock-market ‘environment presents…largest set of tail risks we’ve seen’ in 15years Jeffrey Talpins, the founder of Element Capital, says he’s betting against the market in the near term, the FT reports Jeffrey Talpins, the founder of Element Capital, writes that “less aggressive fiscal and monetary support” will eventually help lead to a slump from the stratospheric moves that stock benchmarks have enjoyed thus far.
4:36 a.m. Aug. 22, 2020 - By Mark Hulbert
Hedge fund fees — whether or not you make money — are truly shocking Hedge funds keep two-thirds of profits; investors get the restHedge funds keep two-thirds of profits; investors get the rest, reports Mark Hulbert.
9:51 a.m. Aug. 17, 2020 - By Charlie Nelson
Private equity in your 401(k) — is this a good idea? There are both opportunities and challenges that savers should knowThere are both opportunities and challenges that savers should know
12:35 p.m. Aug. 15, 2020 - By MarketWatch
These money and investing tips can help your financial portfolio through any late summer stormsThese money and investing stories were popular with MarketWatch readers over the past week.
1:08 p.m. Aug. 14, 2020 - By Mark DeCambre
Tepper's Appaloosa loads up on new stakes in AT&T, Visa, PayPal, Disney, and MastercardDavid Tepper's fund Appaloosa took a number of new stakes in mostly communication services, technology an payment platforms over the past 45-day period, according to regulatory filings submitted to the Securities and Exchange Commission on Friday, known as 13Fs. Appaloosa acquired more than 9 million shares in AT&T worth $274 million, but also picked up 840,000 shares of Visa Inc. valued at $162.3 million, 545,000 shares of Mastercard worth $161 million, and 870,000 shares of payments company PayPal Holdings , or $151.6 million. Tepper's fund also scooped up 1.2 million shares of Disney at $133 million and 1.9 million shares of food-services company Sysco Corp. worth $102.5 million. Appaloosa also purchased 1.6 million shares of Altria Group Inc. for about $61 million, representing a new position in the tobacco company. Incidentally, while the 13F fillings for Warren Buffett's Berkshire Hathaway was unloading more than a quarter of its position in Wells Fargo & Co. , Tepper boosted his position by more than 170%, buying 1.2 million shares of the San Francisco bank, representing 0.8% of Appaloosa's overall portfolio from 0.6%. The company also picked up 1.4 million shares of Emerson Electric Co. , worth $87 million, about 1.5% of the fund's portfolio. Large investors must disclose long stock positions held at the end of a quarter 45 days later in a 13F filing with the SEC, which means such filings are merely a snapshot of an investor holdings at a given point.
10:35 a.m. Aug. 12, 2020 - By Tomi Kilgore
CalPERS more than doubles Gilead and Zoom Video stakes, trims Apple and Microsoft California Public Employees Retirement System (CalPERS) disclosed Wednesday that it more than doubled its shares stakes in Gilead Sciences Inc. and Zoom Video Communications Inc. , both of which have been beneficiaries of the COVID-19 pandemic, while it rebalanced its holdings of technology-behemoths Apple Inc. and Microsoft Corp. by trimming its stakes during the second quarter. As of June 30, the pension fund owned 10,528,157 million shares of Gilead, which makes COVID-19 treatment candidate remdesivir, up from 4,353,093 shares as of March 31, while its Zoom Video stake increased to 341,358 shares from 61,070 shares. Among other companies with COVID-19 vaccine candidates, the stake in Moderna Inc. increased to 599,997 shares from 449,100 shares and the Inovio Pharmaceuticals Inc. holding nearly doubled to 322,441 shares from 176,365 shares. CalPERS trimmed its stakes in Apple to 9,171,757 shares from 10,190,498 shares and in Microsoft to 16,850,303 shares from 17,404,566 shares. Meanwhile, given the rallies in the stocks, the market value of CalPERS holding in Apple increased to $3.35 billion as of June 30 from $2.59 billion as of March 31, while the value of the Microsoft shares it held rose to $3.43 billion from $2.74 billion. The overall market value of CalPERS's equity holdings increased 22.7% to $101.41 billion, while the S&P 500 gained 20.0% in the second quarter.
8:49 a.m. Aug. 10, 2020 - By Leslie Albrecht
The Giving Pledge turns 10: These billionaires pledged to give away half their wealth, but they soon ran into a problem A group of billionaires including Bill Gates, MacKenzie Scott, Michael Bloomberg, Elon Musk and Mark Zuckerberg set a new standard for ‘public accountability for generosity’A group of billionaires including Bill Gates, MacKenzie Scott, Michael Bloomberg, Elon Musk and Mark Zuckerberg set a new standard for ‘public accountability for generosity.’
4:46 a.m. Aug. 8, 2020 - By Ben Carlson
Why would anyone own bonds now? There are at least five reasons Bonds play a role in a portfolio, even amid historically low interest ratesBonds play a role in a portfolio, even amid historically low interest rates.
4:15 a.m. Aug. 8, 2020 - By Mark Hulbert
Gold is a foolish place to put your money right now if you check the facts Gold slumps when its inflation-adjusted price is as high as it is nowGold slumps when its inflation-adjusted price is as high as it is now, writes Mark Hulbert.
1:42 a.m. Aug. 6, 2020 - By Steve Goldstein
‘Ample room’ for more gold gains as hedge funds late to the party, adviser saysAs gold surpasses $2,000 an ounce, one important part of the market has been left behind.
6:39 a.m. Aug. 4, 2020 - By Callum Keown
A stock market correction may be imminent, JPMorgan says. Here’s why you shouldn’t panicThe typically muted month of August is upon us but there’s still a lot for investors to digest.
7:28 a.m. Aug. 2, 2020 - By MarketWatch
These money and investing tips can keep you in the loop because your portfolio doesn’t take a vacationThese money and investing stories were popular with MarketWatch readers over the past week.
6:41 a.m. Aug. 1, 2020 - By Michael Brush
‘Gold is going higher’ despite recent surge, says investor who’s managed a precious-metals fund for a quarter-century Caesar Bryan of the Gabelli Gold Fund says investors need the yellow metal as an insurance policy against the coronavirus crisisCaesar Bryan of the Gabelli Gold Fund says investors need the yellow metal as an insurance policy against the coronavirus crisis.
6:01 a.m. Aug. 1, 2020 - By Shawn Langlois
The Fed treats investors like ‘foolish children’ by propping up stocks despite ‘dreadful fundamentals,’ hedge-fund heavy Seth Klarman says“Surreal doesn’t even begin to describe this moment,” the Baupost fund manager said, adding that investor “psychology is surprisingly ebullient even though business fundamentals are often dreadful.”
12:05 p.m. July 31, 2020 - By Charlie Nelson
Private equity in your 401(k) — risk and opportunity There are both opportunities and challenges that savers should knowThere are both opportunities and challenges that savers should know
12:49 p.m. July 28, 2020 - By Joy Wiltermuth
Dow slides 205 points, stocks end near session lows, as investors await coronavirus aid progress S&P 500’s top gainers are Norwegian Cruise Line, real estate investment trustsU.S. stocks indexes finished lower Tuesday, with losses mounting in the final hour of trade, as investors monitored talks between Republicans and Democrats on a second coronavirus aid package and a flood of second-quarter corporate results.
8:05 a.m. July 27, 2020 - By Lauren C. Templeton
What would Sir John do? How to use Templeton’s 16 rules for investment success in today’s stock market Investment manager follows the advice and practice of her famous great-uncle This investment manager follows the advice and practice of her famous great-uncle.
5:27 a.m. July 25, 2020 - By Mark Hulbert
Look what happened to home prices when the coronavirus sent stocks into a bear market Residential real estate turns out to be a solid a portfolio diversifierResidential real estate turns out to be a solid portfolio diversifier, writes Mark Hulbert.
4:13 a.m. July 25, 2020 - By Steve Goldstein
Vanguard comes to defense of the 60/40 portfolio as it forecasts stock market returns for the next decadeIn a new note to clients, index fund powerhouse Vanguard Group points out how well the portfolio did in weathering the storm caused by the coronavirus pandemic.
3:40 a.m. July 23, 2020 - By Tomi Kilgore
Billionaire Bill Ackman has a $4 billion ‘blank check’ to buy a company, but he hasn’t said which one Pershing Square Tontine goes public as the largest-ever ‘SPAC’, at a time the market for SPACs had already surpassed last year’s recordBillionaire hedge-fund manager Bill Ackman’s largest-ever “blank check” company went public Wednesday, with more than $4 billion in its kitty to acquire a yet-undetermined company, and it has two years to pick one.
6:17 a.m. July 22, 2020 - By Tomi Kilgore
Bill Ackman's Pershing Square Tontine goes public 5.5% above its IPO priceShares of Pershing Square Tontine Holdings Ltd. , the "blank check" company formed by billionaire hedge fund manager Bill Ackman, started trading Wednesday 5.5% above its initial public offering price. The special purpose acquisition company (SPAC) said . The first trade was at $21.10 at 10:03 a.m. Eastern for 9.99 million shares. The stock has pulled back slightly since, to trade up 5.0%. Including a $1 billion commitment from Ackman's Pershing Square funds to buy at least $1 billion worth of equity units, the SPAC will have a minimum of $5 billion of cash equity capital, which it plans to use to take one private company public. The SPAC went public at a time that the Renaissance IPO ETF has run 46.7% over the past three months, while the S&P 500 has gained 16.6%.
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