Delivering Alpha

There was a report in the N.Y. Post this morning that J.P. Morgan (NYSE: JPM) CEO Jamie Dimon was seen meeting with Mitt Romney. If this is true, Dimon could be to President Obama what Benedict Arnold was to George Washington: a turncoat. Obama has long considered Dimon his top ally on Wall...

With this morning's mixed picture, the answer to the question remains a big "no one knows." August housing starts came in at 571,000, down 5% month-over-month. Building permits were a little better than expected, coming in at 620,000. Economists had been expecting 590,000 starts. This is up 3.2...

This is not the first time we've heard this either. At the CNBC Delivering Alpha conference the other day, hedge fund managers were there to give their best ideas, have some good food, network with other hedge-funders and talk about a variety of issues pertaining to the world economy. Many of...

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Tyler Mathisen of CNBC hosted a panel yesterday at the CNBC/Institutional Investor "Delivering Alpha" conference with six of the brightest minds in the hedge fund world, and asked them for some of their best investment ideas. Up first was Kyle Bass from Hayman Capital, and his idea was to short...

At the CNBC Delivering Alpha conference, Carl Quintanilla is moderating a panel about real estate, which includes Bill Ackman of Pershing Square, Sam Zell, Chairman of Equity Group Investments, and Barry Sternlicht, Chairman and CEO of Starwood Capital Group. Bill Ackman says that one thing the U...

Traders react sharply to news reported right here on Benzinga. Reporting live from the Delivering Alpha conference in New York City, we informed our readers that Bill Ackman, the founder and CEO of Pershing Square Capital, was long on the Hong Kong dollar. Ackman expected the HKD to appreciate by...

At the CNBC Delivering Alpha conference, CNBC's Kat Kelly is moderating a panel on commodities, and the panel thinks that gold is headed sharply higher. One of the panelists, Paul Touradji, of Touradji Capital, said that gold could go as high as $2,500 an ounce, or perhaps higher a year from now...

Jim Chanos is speaking at the CNBC Delivering Alpha conference and he is saying he is short a variety of property developers, short a number of banks, and long the Macau casinos.

Bill Ackman of Pershing Square Capital is at the Delivering Alpha conference sponsored by CNBC and Institutional Investor and he is saying he is long the Hong Kong dollar, saying it is severely undervalued. Ackman believes that that the Hong dollar will appreciate perhaps some 30%, as Hong Kong...