Felix Zulauf’s Portfolio

January 19, 2013

Felix Zulauf revealed his top picks for 2013 during the Barrons Roundtable. Zulauf’s first pick is to short the Japanese yen due to the debt crisis that others like Kyle Bass have noted.   “The dollar/yen trade could have a mild correction, dropping back to the €86 area. I would buy on that correction. Professional [...]

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Kyle Bass on the Japanese Debt Bomb

January 18, 2013

Kyle Bass of  Hayman Capital thinks that the end game is near for the Japanese “debt bomb.”  

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Jim Chanos Interview on Short Selling

January 17, 2013

Jim Chanos talked candidly about what type of company makes a great short sale. Chanos’ checklist for shortselling starts with a  big management shakeup. Secondly, Chanos looks at technology and how it makes some industries obsolete (eg- travel agents being replaced by Expedia).  Some examples that Chanos has mentioned in the past are Coinstar and [...]

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Felix Zulauf’s Outlook for 2013

January 11, 2013

Felix Zulauf gave an interview where he discussed his bullishness for China and Japan. First of all Zulauf, like Marc Faber is bullish on Chinese equities. However, it should be noted that Zulauf appears to be looking at this as a trade rather than a long term investment. “The real level of growth in China [...]

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Charles Nenner Predictions for 2013

January 5, 2013

Charles Nenner was interviewed by Financial Sense today where he gave his outlook for the first part of 2013. Nenner says that stocks should remain in an up cycle into mid-February. Nenner is unsure whether the cycle top in February 2013 is a long term cycle high or a short term cycle high. Previously, Nenner [...]

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Jim Chanos’ Favorite Short Positions For 2013

January 4, 2013

Jim Chanos recently gave an interview to Barrons where he highlighted some of his favorite short positions for 2013. Chanos appears to see a lot of opportunity on the short side in the coming year. First of all Chanos sees that investor sentiment is quite bullish despite the fact that there are some serious macro [...]

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Paul Singer Comments About Risks of Inflation

December 11, 2012

Paul Singer of Elliott Management recently gave a speech where he expressed a fear that inflation may cause some societal distrust. The hedge fund manager has long been a proponent of owning some gold in your portfolio. “They say this is not massive money printing, but first they are wrong; and second, monetary authorities in [...]

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Best Investments For 2013

December 5, 2012

As we head into the new year, I’m going to highlight some of the best investment ideas for 2013. I’ve gleaned a lot of data from both fundamental and technical experts to come up with a “greatest hits” list. These investment ideas will usually feature a published recommendation from a top money manager, improving technical [...]

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John Paulson’s Hedge Fund Has a Miserable 2012

December 5, 2012

John Paulson has had another rough year in 2012 as bad bets in Europe have taken their toll. Here are the returns  in Paulson’s main funds through the end of October. Paulson’s Advantage Plus fund – down 17% (fund was also down 51% in 2011) Paulson Credit Opportunities – up 6% this year Paulson, speaking [...]

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Tax Loss Selling 2012

November 27, 2012

We are now in the midst of tax loss selling in the stock market. Some beaten down stocks will continue to slide into the end of the year as investors book capital losses to offset any gains. Last year Mark Hulbert produced a list of stocks that could see a bump when tax loss selling [...]

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