Ken Heebner and Crispin Odey manage their funds from different parts of the world, but their investment strategies and stock picks are surprisingly similar.
Keep Reading →
June 28 - Hedge Funds, News
Odey Asset Management is a London-based hedge fund set up by Crispin Odey in 1991.
Keep Reading →
June 22 - Hedge Fund Analysis, Hedge Funds, News
Is InfraREIT Inc.
Keep Reading →
June 17 - Hedge Funds, News
The latest results from the U.S.
Keep Reading →
September 18 - News
Jerome Powell thinks there are three major reasons to be optimistic about the U.S. economic recovery.
Keep Reading →
September 16 - News
If you want to see the lingering effects of the financial crisis, then look no further than the number of Americans who are still underwater on their mortgages.
Keep Reading →
September 11 - News
The dramatic growth we've seen in the housing market may have come to an end, now that mortgage rates have recently reached a two-year high of nearly 4.6%. Investors in housing...
Keep Reading →
September 10 - News
Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis...
Keep Reading →
September 9 - News
Now that mortgage rates have come off their historic lows, commentators are beginning to proclaim that the end of the housing recovery is nigh.
Keep Reading →
September 3 - News
To many investors, hedge funds are viewed as delayed, outdated investment tools of a forgotten age.
Keep Reading →
August 29 - News
The Mortgage Bankers Association reported today that applications for home loans fell for the third time in a row last week.
Keep Reading →
August 28 - News
Data released this morning showed that property values in 20 major metropolitan areas rose by 12.1% in the month of June over the same month last year.
Keep Reading →
August 27 - News
In the 21st century investor’s toolkit, there are tons of gauges investors can use to watch publicly traded companies.
Keep Reading →
August 26 - News
If you were to ask many of your peers, hedge funds are viewed as useless, outdated financial vehicles of a period lost to current times.
Keep Reading →
August 25 - News
In the 21st century investor’s toolkit, there are dozens of metrics shareholders can use to track publicly traded companies.
Keep Reading →
August 23 - News
In the 21st century investor’s toolkit, there are tons of gauges investors can use to track stocks. Two of the most underrated are hedge fund and insider trading activity.
Keep Reading →
August 23 - News
Although we don't believe in timing the market or panicking over daily movements, we do like to keep an eye on market changes -- just in case they're material to our investing...
Keep Reading →
August 23 - News
The Mortgage Bankers Association reported today that applications for home loans fell for the second time in a row last week by more than 4%.
Keep Reading →
August 21 - News
Over the summer, rising interest rates have been one of the most influential trends in the markets.
Keep Reading →
August 21 - News
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including Ken Heebner’s Capital Growth Management.
Keep Reading →
August 20 - Hedge Funds
The health of the housing sector is undoubtedly one of the most important drivers of the economy.
Keep Reading →
August 16 - News
In August, billionaire Stanley Druckenmiller’s family office (Druckenmiller is the former head of Duquesne Capital) filed its 13F for the second quarter of 2013 with the SEC...
Keep Reading →
August 15 - Hedge Funds
But it appears that the U.S. auto industry could now be getting a bit toppy. Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) are the leaders in the U.S.
Keep Reading →
August 8 - News
Are higher mortgage rates starting to have a detrimental impact on the housing market? According to data released this morning by the National Association of Realtors, the answer...
Keep Reading →
August 8 - News
The recent rise in interest rates is continuing to work its way through the mortgage market.
Keep Reading →
August 8 - News
Since early May, the major home builders have been in free fall. The reason for the fall? Rising interest rates are supposedly threatening the housing rebound.
Keep Reading →
August 5 - News
PulteGroup, Inc. (NYSE:PHM) is putting its money where its mouth is.
Keep Reading →
August 5 - News
The upward ascent of home prices continues.
Keep Reading →
July 30 - News
This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on.
Keep Reading →
July 25 - News
Home prices continue their upward ascent.
Keep Reading →
July 23 - News
Only once before in recorded history have mortgage rates been more volatile than they are right now.
Keep Reading →
July 22 - News
Earnings yield is a valuation method used to check if a company is over or undervalued compared to its peers and the wider market.
Keep Reading →
July 19 - News
Common sense seems to dictate that rising mortgage rates will hurt the housing market by depressing the demand for purchase-money mortgages.
Keep Reading →
July 17 - News
The National Association of Realtors recently warned that home prices are moving to far too fast. The only thing that can help solve the problem is more construction.
Keep Reading →
July 16 - News
Rising household income due to an improving economic environment and an increasing employment rate once again makes housing affordable for an average American.
Keep Reading →
July 16 - News
For the sixth straight month, more than 70% of all American metropolitan areas are showing growth in their housing markets.
Keep Reading →
July 15 - News
The housing market suffered during the recession, with the median size of a new single-family home dropping by an estimated 6%, according to NPR.
Keep Reading →
July 15 - News
After the financial meltdown of 2008, market confidence in the real estate sector became close to non-existent.
Keep Reading →
July 10 - News
It is true that mortgage rates are on the rise, and the first industry that could come in the line of fire is home building.
Keep Reading →
July 10 - News
Home builders stumbled in June on fear rising mortgage rates will derail demand. But, demand may not suffer as much as feared.
Keep Reading →
July 8 - News
There’s a looming major policy shift on U.S.
Keep Reading →
July 3 - News
There's a growing chorus of evidence that nationwide home prices have turned the corner.
Keep Reading →
July 2 - News
If you had any doubts about the housing recovery, then June should have assuaged you.
Keep Reading →
July 1 - News
Blue-chip stocks are surging this afternoon following a number of better-than-expected economic reports related to jobs, income, spending, inflation, and home sales.
Keep Reading →
June 27 - News
Lennar Corporation (NYSE:LEN) released second-quarter financial results this week.
Keep Reading →
June 27 - News
Toll Brothers Inc (NYSE:TOL), the leading luxury home builder in the U.S. with an average home price exceeding half a million dollars, serves a wide variety of home buyers.
Keep Reading →
June 27 - News
Despite rising interest rates and some troubling data regarding the housing recovery, homebuilder Lennar Corporation (NYSE:LEN) beat analyst estimates and showed a cheery outlook...
Keep Reading →
June 27 - News
Hot-selling homebuilder stocks such as D.R. Horton, Inc.
Keep Reading →
June 26 - News
Existing-home sales increased last month to the highest level since November 2009, and if you exclude the momentary boost from the first-time home-buyer tax credit that year, ...
Keep Reading →
June 20 - News
