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The Top Stock Held By Each Of The World's 50 Biggest Hedge Funds
Factset's recently released report on the equity holdings of the 50 largest hedge funds also includes a table which shows the top stock held by each fund.Apple is once again the undisputed number one...
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Brent Oil Prices Jump
Immediately after a bus exploded in the Israeli city of Tel Aviv, oil prices jumped.Brent oil initially spiked a little after 5:00 AM EST, which is when the explosion occured.From ForexPros:Please...
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A Brutal German Takedown Of The French Economy
BERLIN - It’s certainly bizarre. For a while now, experts and researchers have been giving us the bad news, each bit worse than the last, about the crisis countries of southern Europe. And, throughout,...
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Read Of The Day: The Biggest Myth About The Fed
David Beckworth has a nice post over at his site in which he argues that the Fed is not monetizing the debt. He makes arguments that are similar to the ones I’ve previously made. But I think the...
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There Is A Silver Bullet Tax Increase That The Government Is Totally Ignoring
I took a look at the history of taxes in the USA. A few interesting (to me) factoids. The data comes from the Tax Policy Center (Link); the graphs are mine.I’ve never been convinced that comparisons of...
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CHART OF THE DAY: Every Valuation Metric Stinks At Predicting The Stock Market
There are many popular and obscure valuation ratios and models (e.g. P/E, CAPE, Fed) that investors, analysts and strategists employ when forecasting the stock market.And according to a recent report...
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Ceasefire Deal Between Hamas and Israel Now In Effect
Egypt's Foreign Minister Mohammed Kamel Amr and U.S. Secretary of State Hillary Clinton announced that a ceasefire deal has been reached between Israel and Hamas. It went into effect at 9 p.m. local...
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Stocks Pop After Reports Of Ceasefire Agreement
Stocks got a nice pop in the last few minutes.U.S. Secretary of State Clinton and Israel's Netanyahu have announced that a ceasefire agreement has been reached and will go into affect in the next hour...
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America's Hunger For Beef Has Been Falling For Three Decades
In his latest Livestock Update, Morgan Stanley's commodities guru Hussein Allidina writes that he expects demand for beef to continue to fall next year."We see US beef demand falling for its 7th...
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GRANTHAM: We're Headed For A Disaster Of Biblical Proportions
Last year, legendary investor Jeremy Grantham of GMO published a treatise on exploding commodity prices.He also offered a startlingly depressing outlook for the future of humanity.Grantham believes the...
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Home Prices Just Had Their Biggest Monthly Jump In Over 7 Years
More awesome news on housing.From Zillow (via Cullen Roche):Zillow’s October Real Estate Market Reports, released today, show that national home values rose 1.1% from September to October to $155,400....
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Let's Just Say, We Really Hope This Jobless Claims Chart Is Being Distorted...
Here's a chart showing the year-over-year change in initial weekly jobless claims. That is a serious spike up the last two weeks. We hope it's all due to Hurricane Sandy and that we'll quickly revert...
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Nice Try, HP (HPQ)
The market has now had a day to chew over the Hewlett-Packard news:The discovery of an alleged accounting fraud that triggered a huge writedown of $9 billion of the $11 billion Autonomy acquisition.And...
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20 Stocks That Are Completely Dominated By Hedge Funds
Goldman Sachs recently released its Hedge Fund Trend Monitor, a massive report detailing the Q3 investment moves made by the world's biggest hedge funds.The report included a list of companies for...
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STOCKS RALLY: Here's What You Need To Know (DIA, SPY, QQQ)
A quiet day ahead of Thanksgiving.First the scoreboard:Dow: 12,836, +48.3, +0.3 percentS&P 500: 1,391, +3.2, +0.2 percentNASDAQ: 2,926, +9.8, +0.3 percentAnd now the top stories:It was a quiet day...
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The World's Most Epic Economic Booms And Busts Since 1980
WHAT will be the fastest growing economy in 2012? The answer is perhaps surprising: Libya. It is projected to grow by an extraordinary 122% this year, according to the IMF, as oil production recovers...
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Markets Are Rallying In Asia
The general "risk on" tone that's been with the markets this week continues in Asia, as both Japan and Korea gain.The Nikkei is up about 1%.Still everyone's talking about the weakening yen, which has...
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Chinese Manufacturing Index Hits A 13-Month High
Update:HSBC China PMI has gone back above 50 for the first time in several months.You can download the full report here, but the basic gist is that the reading of 50.4 is 13-month high. Output hit a...
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Markets Are Rallying Everywhere
It's going to be a super-quiet day, thanks to the Thanksgiving Holiday in the US, but at the moment, markets are rallying.Asia had a strong night, in part thanks to a decent Chinese FlashPMI. Japan...
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European Flash PMIs: Actually Not A Complete Disaster
FlashPMI numbers are out for France and Germany and the Eurozone as a whole this morning, and... they're not totally terrible!German Composite output hit a 2-month high, although the services component...
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