Doug Kass, prominent helmsman at Seabreeze Partners and frequent commentator at CNBC,¬†embraces social media.¬†In fact, Mr. Kass tweets roughly 8-10 times throughout the day.
Yesterday (4/30), Mr. Kass tweeted that his largest investment was short bonds, and he listed Inverse Bond ETFs like ProShares UltraShort 20+ Treasury (TBT) and ProShares Short 20+ Treasury (TBF). This morning¬†(5/1), [...] [...more]
There are many times when it makes sense to choose an unconventional investing path. For example,¬†last year,¬†scores¬†of prominent voices¬†insisted that interest rates¬†would rise. “Bond King” Bill¬†Gross denounced U.S. government debt.¬†Heck, S&P even downgraded it.¬†And yet, investors¬†who gobbled up¬†U.S. Treasury bonds benefited from¬†the “contrary-to-public-opinion”¬†upside.
The reasons¬†for the unanticipated direction of yields are well-documented (e.g., expansion of the [...] [...more]
There were rumblings in July and August that the Federal Reserve would try to jump start the U.S. economy.¬†By September, the notion that the Fed would embark on a second round of “quantitative easing”¬†became a foregone conclusion. By October, the main questions were, “How much treasury debt will¬†you¬†buy?” and”¬†”How long’s it gonna take?”
Some wondered whether [...] [...more]
Most world-renowned investors became famous for beating the Street during a bull market.¬†Think Warren Buffett, Bill Miller¬†and Peter Lynch. Yet John Paulson garnered fame (or infamy) as a hedge fund manager who profited from shorting sub-prime mortgages in 2007 and 2008.
In¬†2009, John Paulson made a different “call” that has yet to pan out; that is,¬†the [...] [...more]
Stock ETFs may be rallying towards¬†52-week highs, yet¬†Commodity ETFs may become the hottest ticket¬†for investors wishing to profit from shocks to supply and demand. Bill Luby points out that a variety of disruptions to the supply of agricultural commodities has sent prices for those commodities skyward.
Epic drought in Russia? Maybe grains, particularly wheat, can give [...] [...more]