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Goldman: Forget Trump Rally, Now Look At Fundamentals
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As a market built on Trump rally optimism meets a legislative reality that might not be able to get much done, including any meaningful tax reform, where does one... read more
Muhlenkamp And Company 3Q16 Commentary
By VW Staff
Muhlenkamp And Company commentary for the third quarter ended September 30, 2016. by Ron Muhlenkamp and Jeff Muhlenkamp H/T Dataroma Last quarter we said “It seems like every quarter something big happens... read more

Managed futures: Two months removed from their post-BREXIT superb returns
By VW Staff
Distressed and Activist Hedge Funds Again Lead in August & YTD by eVestment Highlights Average hedge fund industry performance was +0.18% in August, and +3.47% YTD 2016. Commodity funds posted... read more

Why June Is Christmas For Small Caps
“Yo Kuppy!! I’ve been working this order for 5 million shares for the past two months, I have 400k left. Gonna print em in the hole ‘cause it’s end... read more

Big Winners In The Neglected Frontier Universe – FIS Group
By VW Staff
FIS Group 2017 outlook for frontier markets titled, "Big Winners in the Neglected Frontier Universe" Market Outlook Frontier markets were mixed in 2016, with most of the Middle East and Africa... read more

FPA Capital Fund 1Q18 Commentary – Be more nimble, avoid position inertia, Differentiate between long-term and opportunistic investments
By VW Staff
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Philip Falcone To Step Down As CEO Of Harbinger
By VW Staff
Hedge fund billionaire Philip Falcone is stepping down as CEO and chairman of the board of directors of Harbinger Group Inc (NYSE:HRG) as of December 1, 2014. The hedge fund manager... read more

DB's TT Long/Short Fund Cracks HSBC's Top 20 Performance List
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HSBC’s list of top performing hedge funds, like the leader board of a golf tournament when one player has run away with the lead, hasn’t seen much change from... read more

European Banks Perform, As Fears of Further Deleveraging Continue
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BNP Paribas SA (EPA:BNP), the largest French Bank, recently posted its earning reports, and investors are likely to approve the showing. BNP, which is based in Paris, showed an increase... read more
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