A “normalization trade” that started in January and brought volatility into the market environment in February is causing near term returns dispersion in hedge fund returns, a market brief... Read More

Violating old school trader wisdom for letting image and emotion enter into trading decisions, hedge fund March Madness picks suffer Read More

People need to stop calling the conflict between the U.S. and China a trade war because that term is misleading. It is an ideological war of comparable powers in... Read More

Roger Altman, Chairman of Evercore Partners Inc. (NYSE:EVR), spoke with Bloomberg TV's Betty Liu today to discuss a number of topics including the situation in Ukraine, mergers and acquisitions... Read More

Buffett & Munger discuss Jeff Bezos, Amazon, retail, Cloud, customer service, delighting customers, customer loyalty, short term thinking v "nobody wants to get rich slow." Buffett's advice to Bezos. Get... Read More

Global Quality Edge Fund letter to shareholders for the second quarter ended June 30, 2018. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in... Read More

Dear fellow investors, Q3 2020 hedge fund letters, conferences and more There appears to be a few huge statistical bargains available in the stock market based on the simplified version of... Read More

Billionaire private equity professional David Rubenstein says oil prices will bounce back over time & will make carbon-related energy assets one the best additions to any investor's portfolio ..... Read More

The Importance Of Cash Flow - Keith Weissman Of Sibilla Capital Read More

An analysis of global equities published last week by Barclays analysts Ian Scott, Dennis Jose, CFA, and Joao Toniato, Ph.D. says there is room for a further rise in... Read More