Hedge funds are betting that Cyprus won't default despite the country's current bailout troubles. The next round of bonds that Cyprus is due to pay, on June 3, are trading... read more

Flash Economics Economic Research author Patrick Artus would have us look at return on capital differently – instead of financial (equity) capital, physical capital affords us a whole new... read more

Spruce Point Capital Management is pleased to announce it has released the contents of a unique research report on Matthews International Corp. (Nasdaq: MATW). Spruce Point has conducted a... read more

As concept of peer to peer lending grows, Bove looks to identify a new banking model superstar Rafferty Capital Markets Vice President Dick Bove apparently has a love / hate... read more

Gold To Thrive In A Fiat Ponzi With Negative Yield  by John Lee, CFA. I came across a very interesting article by David Rosenberg titled “Bonds are the new stocks... read more

Adam Wyden's ADW Capital produced an outstanding return of 59.2% in 2017, outperforming the S&P 500 and Russell 2000 by 37.4% and 44.6% respectively. Unfortunately, the fund could not... read more

According to Goldman Sachs’s US Weekly Kickstart research booklet, investors are beginning to reverse the long-term trend of rewarding firms spending cash to repurchase shares, as corporate debt levels... read more

The Vilas Fund's commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Vilas Fund Partners, The Vilas Fund, LP had a good year... read more

Bonds interest rates have traditionally correlated negatively to stocks over longer periods of time. One logic is that both investments compete for investors based on a yield (returns) standpoint relative... read more

Even though pension funds are pretty well funded right now, the prospect of low bond yields lasting for years to come (even if not at today’s ultra-low rates) is... read more