One of the economic mysteries of the past five years or so has been the lack of labor productivity growth despite the return of economic growth in developed markets.... read more

Institutional research service MKM Partners thinks a new volatility trading range is ahead. When the VIX index was downstream flirting with the 12 handle in April, certain tacticians looked at... read more

Short positions contributed to absolute returns in 2014, an elusive source of alpha for many hedge fund managers After apparently over-subscribing their investor base, Jeremy Mindich and Matt Sirovich's Scopia PX... read more

A major bank derivatives research report suggests it might be time to play gold on both sides of the market. The recent surge in the gold market was accompanied... read more

Fundstrat’s George Gianarikas On John Malone [Part One] This is part one of a three-part interview with Fundstrat’s George Gianarikas -- part of ValueWalk’s Value Fund Interview Series. Throughout this series, we... read more

Pennant Capital's Winward Fund returned 5.5 percent in Q1 after adding a 1.44 percent return in March. The fund is managed by Lee Atzil, Joerg Diedrich and the founder himself, Alan... read more

Following on from there deep value report on the Japanese and US equity markets (see: Deep Value Graham & Dodd Opportunities In Japan and Only Eight U.S. Companies Pass... read more

The Bill & Melinda Gates Foundation has filed its record of holdings at the end of the fourth quarter of 2012. The firm held 26 different stocks at the... read more

Nothing that global equity markets have rebounded 7% from the year's low point on February 4, a new investment letter from Societe Generale says equity markets could be overvalued... read more

To what extent is crony compensation a vote winner – or loser, for that matter? That’s the question arising from Marcato Capital Management’s latest presentation on Buffalo Wild Wings –... read more