As regulatory burdens have pared back the appetites of large banks and primary bond dealers in the “off-the-run” US Treasury market, bond liquidity has suffered and transaction costs, most notable... Read More
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Q2 hedge fund letters, conference, scoops etc
If you think the Fed may only... Read More
A very strong month For David Einhorn's investments ... Besides gold and Resona Holdings, GLRE's top holdings (see below) were all up over 10% in the month. More details below.
See Greenlight Q3... Read More
Anonymous Analytics unveiled a detailed report on Tianhe Chemicals Group Ltd (HKG:1619) several days ago. As first reported on ValueWalk, the short biased research firm called the HK based company... Read More