The Financial Times ran an interesting piece this weekend about Investors worldwide pulling almost $100bn out of equity funds in the first three months of this year – a record shift, and part of a long term trend away from the US market. The article goes on: The outflows also […]
With the emergency 0.25 point rate cut over the weekend, and the news that JP Morgan have bought Bear Stearns for $2/share (a valuation of c$235m) it is going to be an interesting week in the markets. A number of members have already shared their views on what falling interest […]
Talking about the opportunity presented by high commodity prices Bob Freedland - Talking about how he is reacting to the volatile conditions Sean Hannon -
This week’s interview is with Covestor member Tom Carlson, aka tmantrader. As Tom explains on his profile, he retired from corporate life in 2006 and now trades full time – managing both long term and short term accounts. Tom is largely a technical trader, who having trained as an actuary, […]
The current edition of The Economist has a special report on asset management. The first article, by Philip Coggan, The Economist’s Capital Markets Editor, highlights how the fund management industry has and continued to do very well, but for itself. Here’s a quote from the introductory paragraph: Imagine a business […]
This weeks interview is with Covestor member Ward Kadel, aka drxeno. Ward works as a Senior Research Analyst at Genentech, Inc. where he develops pharmacodynamic assays for oncology drugs that are about to enter, or are in, early clinical trials. Ward holds a mixture of ultra-long ETF postions to balance […]
Here at Covestor we are frequently being approached by companies who have valuable offerings for self-directed investors. As such we thought we would start a series of blog posts highlighting these. We are not able to partner with all of these organizations and so hopefully these posts are of value […]
We have recently been asked by a couple of members to clarify the individual stock return calculations, as these did not reflect the single stock returns they were seeing in their online broker accounts. We thought we would therefore take the opportunity to clarify how the return formula works.The key […]
This week’s Wall Street Transcript interview is with Covestor member Howard Barr, aka habarr. Howard currently works in IT but may shortly be switching to a career in Finance. He has a mixed strategy incorporating both short-term positions and some longer-term holdings. Typically when shooting for short term gains he […]
One of our closest partners at Covestor is Wall Street Webcasting (WSW). WSW is the leader in Institutional Webcasting, serving over 50 major investment banks, as well as developing and running a range of online shows from their studios in New York. Wall Street Media, a division of WSW, host […]
This weeks interview is with colorful Covestor member Tim Sykes. Many of you will know Tim’s story already, turning his $12k Barmitvah money into $1.65 million while still a student at Tulane University before founding his hedge fund, Cilantro Fund Management, LLC in 2003. He has since written a book, […]
We have overhauled the commentary on Covestor, to allow you to keep track better of all of your investment decisions in a single blog. You no longer need to go into each holding, watchlist item or your market report to share your rationales. Instead posts can be drafted and attached […]