Swen Lorenz

aN ABSOLUTE MUST READ – LATEST MISSIVE FROM DAVID EINHORN TO HELICOPTER BEN BERNANKE

David Einhorn President, Greenlight Capital, Inc. The Fed’s Jelly Donut Policy A Jelly Donut is a yummy mid-afternoon energy boost.…

Words of wisdom for those buying value, particularly in the mining sector

Below are a few para’s from legendary investor Seth Klarman that seem prescient to us with regards to some of…

ENRC – Conflicting news stories out this weekend

Suleiman Kerimov Well, the final countdown begins for a near certain re-tabling of a takeover offer by the 3 oligarchs…

Zak Mir on Zanaga Iron Ore & Co – Coast clear to go in?

  I think that I would have to confess that I have learned more about the markets and trading in…

Positive broker note out on Gulfsands Petroluem

Courtesy of Edison Investment Research  - Gulfsands has successfully diversified its business away from Syria and now operates in Morocco,…

Some interesting stats on the US equity market…

The Dow is up 16.8% year-to-date, ranking ninth over the past 100 years. The Dow has had 63 positive days…

“Hedge fund Bernanke” crushes real Hedge Fund returns

  Hedge funds are usually referred to as the “king of all investments”. In reality, only a few fund managers…

The biggest market sell offs in history

1. Black Tuesday October 29th 1929 The Dow Jones industrial average plummeted by 11% and 16 million shares were traded on…

the squid does it again – Goldman closes copper trade with another loss…

Goldman Sachs on Thursday closed its recommendation that investors bet on higher copper prices, citing the belief that China would…

chart du jour – 1987 all over again?

The striking correlation between the current rampage in the Japanese stock market and that of 1987 is stunning. In 1987, the index…