4th Quarter Shareholder Letter: If You Are Too Afraid Of Losing Money, You Will Never Make Any

January 14, 2012Uncategorized,Letters

4th Quarter Shareholder Letter: If You Are Too Afraid Of Losing Money, You Will Never Make Any

by Harvey Sax

7 'Diamonds In The Rough' To Consider - Seeking Alpha

January 13, 2012BP,E,TOT,Jim Simons Renaissance Technologies,Ken Griffin Citadel,Steve Cohen SAC Capital,AZN,C,david dreman,john overdeck Two Sigma Advisors,John Paulson - Paulson & Co.,MET,STOThe Insider Report

7 'Diamonds In The Rough' To Consider A few ideas to mull over during your snowless weekend..  If only you could short squeeze La Nina out of the picture.

by Harvey Sax

North Korea Is Sending Anyone Who Didn't Mourn For Kim Jong-II To A Labor-Training Camp

January 13, 2012Kim Jong-Il,labor camp,North KoreaNews Posts

North Korea Is Sending Anyone Who Didn't Mourn For Kim Jong-II To A Labor-Training Camp Sounds totally reasonable... Appreciate your weekend.    

by Harvey Sax

Hedge Fund Performance in 2011 Not All Lemons

January 13, 2012Andreas Halvorsen Viking Global,Carl Icahn Icahn Capital,Chase Coleman Tiger Global Management,David E. Shaw D E Slaw,David Einhorn Greenlight Capital,Edward Mule Silver Point Capital,Hedge Fund Performance,Israel Englander Millennium,Jim Simons Renaissance Technologies,John Thaler JAT Capital,Ken Griffin Citadel,Philippe Laffont Coatue Management,Ray Dalio Bridgewater Associates,Steve Cohen SAC CapitalContributors,News Posts

Hedge Fund Performance in 2011 Not All Lemons Hedge Fund Performance in 2011 Not All Lemons Chase…

by Harvey Sax

Six Reasons to Avoid Japan In 2012

January 13, 2012Euro,Yen,ETF,Japan,debt,recession,2011The Insider Report,Contributors

Guest post: Ron Rowland

by Harvey Sax

Goldman sees 2012 upside in oil, gold, copper | Reuters

January 13, 2012Goldman Sachs,oil,gold,copperThe Insider Report

Goldman sees 2012 upside in oil, gold, copper Fri Jan 13, 2012 5:07pm IST REUTERS - Goldman Sachs said it expected upside in prices of oil, gold and copper this year, citing greater supply risks and…

by Harvey Sax

Trade ideas for week 2 of the Mayan calendar year 2012

January 12, 2012The Insider Report

  We don't often open the whole kimono so enjoy:  These are our major positions in order of descending market weight. SLB is showing bullish divergence and with significant insider buying, we…

by Harvey Sax

Options Players Wager On Recovery For Urban Outfitters

January 11, 2012options,CEO,Urban Outfitters,resignationThe Insider Report

  Outfitters, Inc. – Options activity on the specialty retailer jumped on Wednesday morning as news of the CEO’s resignation saw shares in Urban Outfitters tumble more than 20% to an intraday…

by Harvey Sax

Anti-Tilson ETF Basket Leads The Way Early In 2012 | ZeroHedge

January 11, 2012ETF,Bill Miller,Byron Wien,Exchange Traded Fund,gmcr,ntflx,Whitney TilsonThe Insider Report

Anti-Tilson ETF Basket Leads The Way Early In 2012 So why are investors willing to pay the industry standard 2 and 20 to underperform when they can show hedge fund like returns with zero management…

by Harvey Sax

Bubble Meter: Zillow CEO on housing market

January 11, 2012Bubble,housing,bottom,CEO,home,housing market,ZillowNews Posts

Zillow CEO Spencer Rascoff on housing market.. Link here. Recap: Zillow's data suggests that, while down 29% as a nation, home values haven't bottomed out quite yet: Another 3-5% decrease in values…

by Harvey Sax