The Return of Retail Investors

Monday morning, S&P 500 futures were in the green and many small cap stocks were seeing strong gains on the hopes of further capital inflows to stocks and away from bonds as retail investors grow comfortable with equities again. In a blog post, Josh Brown or “the...

Why You Need to Look at Earnings: GMCR

Green Mountain Coffee Roasters (GMCR) surged over 11% on Thursday and was up almost 15% at its highest point on a strong earnings beat. EPS were at 89 cents and revenue was up 22% at 1.05 billion, both much higher than Wall Street consensus. This earnings call was an...

SMB U Webinars

The Future of Trading By Mike Bellafiore with BigMikeTrading This webinar discusses The Future of Trading with Mike Bellafiore, author of The PlayBook and One Good Trade, presenting to the BigMikeTrading community. Mike discusses: How pro traders are crystallizing...

Defensives Aren’t Very Defensive: Campbells and Bond Funds in 2013

Quantitative Easing is a politically controversial topic, even if macroeconomic theories point to its validity as a policy decision to use monetary policy to help the larger economy avoid a liquidity trap. One of the political arguments against monetary expansion is...

Hedge Fund Activist vs. Politics: The Case of Fannie Mae and Freddie Mac

Fannie Mae (FNMA) and Freddie Mac (FMCC) saw big gains on news that Pershing Square, the hedge fund led by activist investor Bill Ackman, acquired a 10% stake in both companies in the third quarter. The investments are classic cases of distressed equity investment,...