nymarketarkk
Wood made these remarks during the Web Summit tech conference in Lisbon and at times when Musk grapples to understand what kind of a business he received in exchange for $44 billion. Wood Better Hope Musk Will Get It RightCathie Wood’s remarks shouldn’t come as a surprise given that Elon Musk has already suggested he is planning to turn Twitter into a super app. In October, several weeks before acquiring the social media platform, Musk said in a tweet that Twitter would serve as an “accelerant to creating X, the everything app.” Q3 2022 hedge fund letters, conferences and more Find A Qualified...
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Is everyone an economist now? These days, everyone I speak with has a strong opinion on the economy. Most are convinced things will get worse. They think the US economy is headed off a cliff, and that inflation is here to stay. As a result, they also want nothing to do with stocks. They’re certain that the entire market is about to collapse. I see things differently… Q2 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorI don’t pretend to be an economist…You see, I’m a professional trader. Unlike many investors, I pay little attention to economic indicators like th...
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Cathie Wood on Twitter Inc (NYSE:TWTR), Europe in recession, inflation has peaked & supply chain has gone the other way with fat inventories except autos. Q1 2022 hedge fund letters, conferences and more Elon Musk/TwitterElon Musk will bide is time with his offer and will be interesting if any other bidders show up and I’m hearing that there are some other bidders.One thing that has hampered Twitter: it's advertising model and this scares analysts. Advertisers don't like to have their ads next to questionable content.The idea of a subscription service is a possibility but open sourcing the alg...
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Worm Capital commentary for the first quarter ended March 31, 2022. Dear Partners, As we’ve often said in previous letters, we couldn’t be more excited about the current business environment. The next five years could yield some incredible opportunities for us as investors. Q1 2022 hedge fund letters, conferences and more During periods of inevitable market declines, such as the one we just experienced, it’s important to remember that we own businesses—not just stocks. Stock prices go up and down, and the market often behaves irrationally in the short-term based on fleeting sentiments. On the ...
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In hisDaily Market Notes report to investors, while commenting on a possible bear trap, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more Risk-On RotationThe market is moving sideways, digesting recent gains. The S&P has now risen 11% since March 15th, up 9 of the last 11 days. Interestingly, it has closed at or near the highs for day 9 of the last 11 days. We’ve seen a risk-on rotation with consumer discretionary up 17%, and technology up 16%, highlighted by ARK Innovation (NYMARKET:ARKK), a more aggressive take on new tech companies, up 33%. More conservative sectors su...
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For weekend reading, Louis Navellier offers the following commentary: Q4 2021 hedge fund letters, conferences and more ARKK Is Now A Broad Market IndicatorCatching a bid over the past week, the Ark Innovation Fund (NYMARKET:ARKK) is now an indicator for when high-beta assets are rebounding – or coming under renewed pressure. I don’t believe that ARKK has a lot of upside potential, but suffice it to say that if it rallies past last week’s high of $77.56, we are further away from the January bottom and there is likely more upside for the stock market. On the other hand, a close below last Friday...
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Livermore Partners update for the month ended January 31, 2021. Q4 2021 hedge fund letters, conferences and more To Partners, January was a rough month for the markets. It seemed that all of a sudden, value mattered. Macro forces concerning Russia came to the forefront and a behind the curve FED started to rumble. Suggesting finally, it maybe time to remove the punch bowl of QE. Couple that with mixed earnings guidance from several high-flying companies (still trading at lofty multiples) and all together you have an S&P Index down over 5% to start the year. As most of you are aware, our core h...
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Whitney Tilson’s email to investors discussing Cathie Wood’s Ark Invest slumps as tech bets sour; nine hot new hedge funds launched by leading women in the finance world; women may be better investors than men. Q3 2021 hedge fund letters, conferences and more Cathie Wood's Ark Invest Slumps As Tech Bets Sour1) I read this article in the Financial Times with great interest: Cathie Wood's Ark Invest slumps as tech bets sour. Excerpt: Ark Invest's flagship exchange traded fund has extended its losses this year to 26%, as investors ditch the high-growth but often unprofitable technology stocks tha...
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In hisDaily Market Notes report to investors, while commenting on high-beta hotties, Louis Navellier wrote: Q1 2021 hedge fund letters, conferences and more More Fed Officials are Talking about “Tapering”Due to the surge in inflation and other indicators of a strong recovery, more Fed officials are openly talking about “tapering,” but they are still in a minority, and the next Federal Open Market Committee (FOMC) statement (in mid-June) will be closely scrutinized for any change in the Fed’s language. In the meantime, the 10-year Treasury bond remains remarkably well behaved, falling below 1.6...
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Stanphyl Capital’s commentary for the month ended May 31, 2021. Q1 2021 hedge fund letters, conferences and more Friends and Fellow Investors: For May 2021 the fund was up approximately 17.8% net of all fees and expenses. By way of comparison, the S&P 500 was up 0.7% while the Russell 2000 was up 0.2%. Year-to-date the fund is up 40.9% net while the S&P 500 is up 12.6% and the Russell 2000 is up 15.3%. ............. Stanphyl's Portfolio PerformanceIn May our small-cap equity longs were up nicely along with our long gold position (via GLD), as were our large short positions (i.e., the prices we...
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