Clearwater Paper Corp (NYSE:CLW)’s third largest shareholder, Steven Cohn's  hedge fund SAC Capital, has indicated that it would like to see the company split up in order to fully realize... Read More

Leon Cooperman, Omega Advisors chairman & CEO, discusses his view on bitcoin. H/T Dataroma Get The Full Henry Singleton Series in PDF Get the entire 4-part series on Henry Singleton in PDF.... Read More

Tiger cub Argonaut Capital recovered in March with a 1.4 percent return, bringing the Q1 returns to 4.3 percent. Argonaut lagged in February due to a rally in yen... Read More

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... Read More

This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results.  The indicator provides a view on institutional investor... Read More

Key highlights for April 2017: Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on... Read More

Charles Stucke is Chief Investment Officer of Guggenheim Investment Advisors (GIA) and the Guggenheim Alternatives Platform, managing external allocation, manager research, and the investment themes practice within the Advisory... Read More

Dan Loeb, the activist hedge fund manager, closed last year with a +24% return after gaining +2.2% in December. The aggressive investor has several positions to thank for this... Read More

Global trade peaking is an odd end to what has been a key issue over the past three years. From the obfuscated Trans Pacific Partnership, which at first was... Read More

"I have never known much good done by those who affected to trade for the public good." —Adam Smith I Still remember the marvelous frisson on the Salomon Brothers trading... Read More