Global Allocation Fund commentary for the month ended January 31, 2019. Q4 hedge fund letters, conference, scoops etc January has been the best month for equities in the last seven years.... read more

Life insurers face huge hit to earnings as pensions bite  Life and health insurers face a significant headwind to growth in the form of lower pension discount rates according to... read more

Exec Compensation is a complicated subject. On one hand, there are those who believe executives should be paid a modest income, perhaps linked to the pay of an average... read more

JPMorgan report reveals what investors want in hedge funds as trends are highlighted that might surprise astute observers read more

"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report,... read more

For the first time since 2007, nominal GDP growth could exceed bond yields in 2015, signifying a powerful positive signal for equities, notes Morgan Stanley. Graham Secker and team at... read more

Steve Cohen is easily the most popular/notorious hedge fund manager right now. The insider trading scandal, which especially stands out because of Cohen's successful track record and the size... read more

Grain prices are set to drop after historically high yields, giving big food producers a chance to expand their margins and bolster their brand. But since those same companies... read more

Leon Cooperman’s Omega Capital partners, which was long healthcare roll-up Allergan as one of the top holding through the turbulent August to October period, found its most profitable strategy component... read more

Under the stewardship of Warren Buffett, Berkshire Hathaway has come a long way since it was first founded in 1839. When Buffett first started buying shares in the company... read more