As global bond markets sell off, CFTC Commitment of Traders report shows short exposure rising in advance . . .
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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Operating an investment portfolio today is like running a nuclear power plant, asserts Bernstein’s Inigo Fraser-Jenkins. The systems being managed are complex and “tightly coupled,” with “normal accidents” being... read more
Jeff Bezos' letter to amazon shareholders for the year ended December 31, 2015. To our shareowners: This year, Amazon became the fastest company ever to reach $100 billion in annual sales.... read more
In August 1929, John J. Raskob published an article in the Ladies Home Journal titled "Everybody Ought To Be Rich". The article discussed the novel idea of long-term dividend... read more
Warren Buffett has never revealed his valuation process to his followers. Even though he has spoken many times over the years about his process, and the steps he follows... read more
Maglan Capital, a small hedge fund that we have talked about before, is once again beating the high end of returns. The Maglan Distressed Fund, which manages $67 million, has... read more
The costly and deadly African swine fever is penalizing food security in China and more than half a dozen Asian countries. Despite the official ASF story, the virus has... read more
Selected presentations from the 2015 Asian Investing Summit. Peter Kennan, Chief Investment Officer, Black Crane Capital Emeco - Corporate Finance Driven, Deep Value - Asia Opportunities Fund Overview of Emeco Largest mining equipment... read more
As central bank stimulus appears not to be impacting real wage growth, HSBC notes the odd market for gold read more
Paul Tudor Jones taken a big hit. The hedge fund manager is facing $1 billion in redemptions from a number of investors. Bloomberg reports that a number of managers at... read more
Dialectic Capital, like other short biased hedge funds has been taking heat from the booming equity markets. The hedge fund notes in a recent letter obtained by ValueWalk that... read more
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