David Einhorn has just released Greenlight Capital’s Q4 letter (yesterday, January 18). As usual it’s an entertaining and insightful look at the market as well as Einhorn's investing activities. Einhorn’s letters are a must-read each quarter for his forthright evaluation of the market and well-researched comments on the individual positions his hedge fund holds. Fullscreen for the larger read:
Related Posts
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
Gold, Inflation and the Fed
by John Lynch, CIO, & Team, Comerica Wealth Management Despite the year-to-date strength in equity prices, other market…
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
Responsible Investing: Four Themes to Follow in 2024
by Erin Bigley, CFA, Chief Responsibility Officer, AllianceBernstein From biodiversity and blended finance to a just transition and…
BCE Inc. - (BCE.TO) - April 18, 2024 (Daily Stock Report)
by SIACharts.com SIA Charts’ relative strength rankings help investors manage risk by identifying stocks and sectors which are…
The Handoff to Normal?
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways The U.S. successfully transitioned once again to a…
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, Wentai Xiao, Senior Research Analyst—Disruptive Innovation Equities AllianceBernstein Today’s technology boom…
Odds and ends
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
