Thursday, February 09, 2012
1. Top manager Tepper is dumping many of his stocks
 
2. Money managers are betting big on commodities again
 
3. Some of the world's top fund managers just revealed their best ideas
 
1. Richard Russell: This could be 2012's "market moving" event
 
2. Porter Stansberry: These facts show the "End of America" is coming
 
3. New report reveals Federal Reserve president owns millions in gold and platinum
 
4. Military insider: The Pentagon is lying about Afghanistan
 
5. This popular "health" drink is incredibly bad for you
 
Top fund manager Tilson: "Crazy" bond market is creating big values in stocks
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Wednesday, September 01, 2010
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From ValueWalk:

Tilson thinks the penduleum might be swinging in favor of stocks over bonds. Tilson described the current situation as “crazy” in which investors are chasing minuscule yields on long term treasury bonds. I have noted this similar point in previous articles

Tilson commented in a recent email:

[I]nvestors fixate on the global forces whipsawing the markets, one fundamental measure of stock-market value, the price/earnings ratio, is shrinking in size and…

Read full article… 

More on Whitney Tilson:

 Top fund manager Tilson is buying BP now

Great interview with top hedge fund manager Tilson

Whitney Tilson: This bluest of blue chip stocks will surge 44%

Topics: Hedge Funds | Stocks
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