As most of the famous names in the global macro strategy have made big gains through the year, similar luck has not come in the way of smaller macro hedge funds. For example, Omni Macro Fund (AUM $416 million), down 3.7 percent
SORRY! This content is exclusively for paying members. If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
Goldman Sachs is the latest bank to publish research trying to justify the current high level of the market as well as its year-end S&P 500 price target. Goldman laid... Read More
As the chief investment officer and founder of Weitz Investments, Wally has spent over three decades putting his instinct for opportunity to work for shareholders. Weitz manages the Partners... Read More
A key relative value measure in volatility has begun to normalize, a new report from JPMorgan’s derivatives team notes. VIX ETP positioning has neared record shorts and is a... Read More
Customers and Investors: A Framework for Understanding Financial Institutions Robert C. Merton Massachusetts Institute of Technology (MIT) - Sloan School of Management; National Bureau of Economic Research (NBER); Harvard Business... Read More
Since the United Kingdom (UK) voted in June 2016 to leave the European Union (EU), international markets have experienced uncertainty about how trade with the UK would change. In... Read More
For Horsman Capital Management’s Russell Clark, investing is a game of patience. After changing strategy horses in March, Clark, whose Global hedge fund was down -2.01% in April, looks... Read More
Berkshire Hathaway annual meeting notes:Â The Berkshire Hathaway annual meeting was held in Omaha with 35,000 people attending this year. The meeting format is five hours of questions being answered... Read More
The Elixir Of Low/Negative Interest Rates - Increasingly Addled by Bill Gross, Janus Capital Group Long ago and far away in the adolescent cauldron known as Los Altos High School,... Read More
First Lady Michelle Obama played Capitan Obvious today as she weighed in on the battle of the sexes, making a quip that typically might land a male in hot... Read More
A review from Amazon of Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors by Allen C. Benello, Michael van Biema, Tobias E. Carlisle This one looks good stay tuned... Read More
