A trade once nicknamed the “widow maker” by analysts at JP Morgan seems to be back in vogue with hedge funds this year. According to research from Ihor Dusaniwsky, Head... read more

Och-Ziff Capital Management Group LLC (NYSE:OZM) said in a Form 8K filing dated March 14 that it will restate certain financial statements following a periodic review by SEC staff. The... read more

According to research from several sources, as well as market data, it looks as if China, the largest holder of US government debt, is dumping Treasuries at an alarming... read more

Declining demand and a weakening economy in China has meant that demand for oil products has declined. Refinery utilization rates have declined and the gross refinery margins (GRMs) are... read more

The Nomura NGA Capital Fund doesn’t want to hear about excuses for October’s volatile market moves, while Covenant Capital Management thought the volatility suited it just fine. Nomura NGA: Bond... read more

President Donald Trump is trying to advance two conflicting narratives about the US economy. A pair of tweets the president recently sent out within an hour of each other... read more

Fourty Dollar Oil ? The Russian economy is slowly recovering from its oil and sanctions-induced coma, but reforms to encourage long-term economic growth are still not a priority; that’s... read more

Here’s a great interview with value investing legend Peter Lynch in which he discusses how he made his first stock pick a 10-Bagger. This illustrates the point that all... read more

The short yen/long Japanese equities has been a popular position among hedge funds over the last year, at times becoming extremely crowded, and now Societe Generale analyst Albert Edwards... read more

Are Mutual Funds Active Voters? via SSRN Peter Iliev Pennsylvania State University - Department of Finance Michelle Lowry Drexel University April 15, 2014 Review of Financial Studies, 2015 Abstract: Mutual funds vary greatly in... read more