In a story that appeared on Reuters today, Svea Herbst-Bayliss calls Richard “Mick" McGuire's Marcato Capital Management "one of the country's hottest hedge funds," and rightly so. In equity hedge fund business—where one rarely sees anybody shine in media other than the likes of Einhorn, Loeb, Ackman and of course Icahn—achieving what Mick McGuire has done in a short period of time is a true accomplishment.
There has been much consternation among those writing institutional market research reports – major hedge funds, independent analysis and even banks -- about the impacts of monetary stimulus. The... read more
In January, U.S. banks received a Securities and Exchange Commission memo asking them to make public disclosures about their exposure to Europe’s challenged countries more transparent. Not all of... read more
DISH Network Corp (DISH) Calling Charlie's Bluff by Kerrisdale Capital As we first reported the short is DISH although the draft version has some differences from the final one just... read more
It was a busy day for the Trump campaign, announcing the appointment of Steven Mnuchin as finance chair and then having House Speaker Paul Ryan publicly withhold his support, a... read more
Third party hedge fund administration (tax administration, fund accounting, and other back-office activities) is already a well-established business, according to a recent PricewaterhouseCoopers report third-party HFA already covers 80%... read more
Recent notes from Fitch Ratings and Credit Suisse analyst Gary Balter underscored troubled retailer Sears Holdings Corp (NASDAQ:SHLD)’s precarious cash situation. Last week Fitch Ratings down-graded Sears' long-term Issuer Default... read more
What’s missing in the human / robot experience? Emotion. Japan’s billionare Masayoshi Son, founder has an answer that may make people smile. Robots that sense emotion. Meet "Pepper" who senses... read more
The Zodiac Calendar And Equity Factor Returns Janice Phoeng Erasmus University Rotterdam (EUR) Laurentius (Laurens) Adrianus Petrus Swinkels Erasmus University Rotterdam (EUR) January 13, 2016 Abstract: We calculate the returns for four well-known... read more
Though only three months are left to go until the October 17 prime money fund reform deadline, the impact of the reform on repo rates is shaping up to... read more
An emerging group of U.S. fraudsters and celebrities on Panama Papers list, as well as law abiding citizens, are coming to light as the issue is becoming a political talking point... read more
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