Airbnb co-founder Brian Chesky founded the internet lodging connector at a moment in his life when he didn’t have money for rent. In his San Francisco apartment with his roommate... read more

When Peter Berezin, Chief Global Strategist at BCA Research, looks at three largely non-consensus megatrends shaping society, he doesn’t engage in “happy talk,” as he describes it. He sees... read more

Global investment funds are rotating away from developed markets into emerging markets as they struggle to value Stocks, according to a new Global Equity Strategy report from analysts at... read more

When the Securities and Exchange Commission finalized its new Money Market Fund rules last month, it explained that fund managers have the option to impose liquidity fees and temporary... read more

Hedge funds saw their first month of net outflows in December after five straight months of inflows, but with steady growth, especially for long/short equity strategies, it doesn’t look... read more

As Bank of America Merrill Lynch commodity analysts predict “the conditions for a floor in crude oil prices are coming together,” expecting a recovery into the summer months with... read more

A Value Play In Greece: Fourlis Holdings Revisiting old ideas is the theme of this month’s Value Investor Insight. One of the ideas revisited is Vanshap Capital’s David Shapiro and Evan... read more

Bearish Hedge Funds, Managed Futures Lead HSBC List Early In 2016 Looking at the HSBC Hedge Fund performance weekly top 20, one trend is obvious. A certain hedge fund strategy... read more

Even though equity prices continue to increase, driven by sentiment at least as much as fundamentals, analysts continue to be bullish. A number of metrics that identify investor sentiment... read more

Although many were predicting a significant pullback on Mr. Trump’s election, we, in fact, got a fairly significant advance. What’s up with that? I suspect there are several reasons. The... read more