Short interest in Monitise Plc has surged since our last report on the online banking company. The London-based retailer has been the recipient of constant attention from shortsellers. According to positions... Read More
The snarky comments about financial engineering practically write themselves: An exchange-traded fund investing in collateralized loan obligations? What could go wrong?
Q2 2020 hedge fund letters, conferences and more
In a... Read More
Thornburg Value Fund commentary for the third quarter ended September 30, 2016.
Q3 2016 hedge fund letters
Q2 2016 hedge fund letters
Rather than spend much time on what we... Read More
The global shift away from carbon energy sources towards renewable energy sources is gaining traction. As the cost of renewable energy production has fallen over the past decade, companies... Read More
On the surface, the picture for Chinese banks is improving, particularly for larger banks. Delinquent loan ratios are down as are “special mention” modification cases and loan loss reserves... Read More
Central bankers are increasingly sensitive to “the slightest excuse for their continued inaction,” a strategy note from Societe Generale’s perm-bear Albert Edwards said today, as the outspoken bank analyst... Read More