Oaktree Capital Management co-founder Howard Marks says that investors should see the drop in oil prices as more proof that markets are irrational and macro forecasting all but impossible.... read more

I recently wrote a piece about Axiall Corp (NYSE:AXLL) and how the company was undervalued, as investors were focusing too much on the company's small loss during the first... read more

With an excess demand for risk in the air and stocks continuing to climb a Brexit wall of worry higher, Bank of America Merrill Lynch (in a note titled... read more

Bank of America, in announcing it planned on expanding mutual fund research coverage, is trampling on territory normally ascribed to independent analyst Morningstar. But it also points to new... read more

Can we finally talk about the dearth of new ideas in activism? Like redemptions and failing to beat the S&P 500 Index, this is something activists generally share with the... read more

Repo financing will hit buy-side more than the sell-side as banks start switching focus from ROE to ROA, reports Citi Research. Keith Horowitz and the team at Citi Research report... read more

Rowan Street Capital commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc “A military genius is the man who can do the average thing... read more

Robert Shiller says that asset prices are still being driven by narrative, but this time it’s a story of anxiousness instead of optimism 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

Several schools show a proclivity for placing graduates within the asset management industry, points out an eVestment report. eVestment Research’s May 2014 Education Report titled: “Representation of Universities and Colleges... read more