A reader asked me last week if it’s time to head for the exits. Q2 hedge fund letters, conference, scoops etc There’s a lot of fear in the markets right now.... read more

BAML technical analysis is rather bullish on a seasonal and statistical basis. After breaking into new highs intraday Friday, the S&P 500 ended lower by nearly 23 points heading... read more

Hugh Hendry, CIO,  CF Eclectica Absolute Macro Fund, is out with a new letter. The hedge fund is still bearish on China and emerging markets, as he thinks the 'storm'... read more

World's largest hedge fund manager, Ray Dalio, notes a "tailwind" problem in the U.S. as he considers China's emergence as a global player read more

Evercore came out with a new research note last week which presented the case as to why Warren Buffett won’t make a move on Coca-Cola anytime soon. Buffett’s deals to... read more

PIMCO COO DOUG HODGE TELLS FOX BUSINESS THAT "WE'RE IN FOR A SLOW PERIOD OF BALANCE SHEET REHABILITATION" PIMCO Chief Operating Officer Doug Hodge spoke with FOX Business Network's (FBN)... read more

Last year, half of Americans aged 22 to 45 watched zero hours of cable TV. And almost 35 million households have quit cable in the past decade. Q1 hedge fund... read more

As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've updated the pages for Kerr Neilson, Chandrakant Sampat and Dr Lee Shau Kee. We do not... read more

KaloBios Pharmaceuticals filed for Chapter 11 bankruptcy Tuesday night, as first reported by ValueWalk, within two weeks of CEO Martin Shkreli’s arrest on securities fraud. The drug maker’s latest move... read more

Warren Buffett's Berkshire Hathaway notes from 1965-2013 An important change at any level of our manufacturing process could require major capital expenditures at tomorrow’s replacement prices. -- Warren Buffett, Berkshire... read more