25
Feb
Related Posts
07
Aug
Mario Gabelli Sees Fox, Time Warner Nearly Doubling
There's a slim chance that Rupert Murdoch's move to drop Twenty-First Century Fox Inc (NASDAQ:FOXA)'s $80 billion bid for Time Warner Inc (NYSE:TWX) could be a negotiating ploy, said... read more
10
Mar
Equity Market Valuations And What They Tell Us About Coming Returns
“To refer to a personal taste of mine, I’m going to buy hamburgers the rest of my life. When hamburgers go down in price, we sing the ‘Hallelujah Chorus’... read more
12
Jul
Scoundrels In The C-Suite: How Should The Board Respond When A CEO's Bad Behavior Makes The News?
Scoundrels In The C-Suite: How Should The Board Respond When A CEO's Bad Behavior Makes The News? David F. Larcker Stanford University - Graduate School of Business Brian Tayan Stanford University... read more
01
Feb
New HSBC Hedge Fund Rankings Start 2015 With Familiar Trend
One strategy unusually dominates the top ten list as the early start to 2015 looks a lot like 2014 It’s a new year for hedge funds, and opportunity to turn... read more
04
Feb
Market Missing The Big Picture On Oil
“Davidson” submits: Q4 hedge fund letters, conference, scoops etc US Oil Production at 11.9mil BBL/Day is a record high, but so are crude exports while imports are declining. The market focus... read more
28
Feb
Ray Dalio: Why We’re Less Worried About A Recession Now That Growth Is Plunging
Starting about 18 months ago I assessed the risk of a recession before the next presidential election to be over 50% because we at Bridgewater calculated that a) the... read more
14
Oct
Barclays European Strategy: Buy Value, Sell Quality Stocks
As a bull market ages, investors are forced to become more selective with their stock picking. Year to date, some European stocks are holding up pretty well, as seen... read more
07
Oct
Paul Singer's Attacks Fed Policy: WSJ Conference [VIDEO]
Paul Singer spoke today at the WSJ Heard on the Street Conference. We have notes on the speech which can be found here. WSJ has uploaded the video (it... read more
26
May
As Investors Reach For Yield, Non-Qualified Loan Offering Pushed Up
Ellington Financial’s ramping up its timeline for its first securitization of loan securities that don’t meet the Consumer Financial Protection Bureau’s “qualified mortgage” guidelines – in other words, risky... read more
18
Jun
M&A Activity Dips in May, While Shareholder Activism Trends Toward Settlements
May was mixed bag in the corporate deal book. While private equity activity increased, mergers and acquisitions dipped. According to data from FactSet, U.S. M&A activity decreased by 6.3% in... read more
LEAVE A COMMENT
You must be logged in to post a comment.