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
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
The Low Beta Boom: Sidestepping The Dotcom Bust
by Michael Lebowitz, RIA Following the release of our article The High Beta Melt Up- Echoes of 1999,…
Market Ethos: Earnings Deliver
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Second quarter earnings season is wrapping up, and…
Charter’s $20 Billion Slide: How Cord-Cutting Sparked One of the Biggest Stock Drops in Its History
by SIACharts.com Charter Communications (CHTR) stock has plunged, down around 18% in late July, after weak Q2 results…
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
Wesbury: As the Fed Turns
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
September Rate Cut Looms as Fed Doves Gain Sway
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
