Lyxor report shows hedge fund continue to climb but their primary performance driver year to date, CTAs, take a breather as trends stumble . . .
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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.
When it comes to education reform, there are generally two camps: those who want to improve the existing mass compulsory schooling system through tweaking and tuning and those who... read more
Credit markets often move before the equity markets, and this can offer helpful information about the near-term path of equity prices. In general, I like to see credit confirming... read more
As the ECB came in slightly above expectations, revealing a new 60 billion (euro) per month U.S.-like stimulus program that will likely have the impact of increasing select asset... read more
According to Jefferies, the recent market volatility, together with what feels like a general sense of apathy towards hedge funds, mean that now is excellenttime to revisit the larger... read more
By Alex Gavrish, SPAC Index; author of "Story Investing" Recently we have noticed an increase in the SPACs market. SPAC is an acronym for Special Purpose Acquisition Company. It is a... read more
Long Bonds? This research note was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. Q3 hedge fund letters, conference, scoops etc SUMMARY Low-volatility stocks have outperformed the market... read more
Brexit fears are to blame for a slowdown in corporate spending, noted a Credit Suisse report that conveyed executive sentiment. The “long shadow” of Brexit uncertainty comes as U.S. presidential... read more
Reduce the Number of Decisions - Guy Spier of Aquamarine Capital Management, author of The Education of a Value Investor read more
Robert Shiller Says `Easy to Beat the Market' Long Term Published on May 25, 2016 April 15 (Bloomberg) -- Nobel Laureate Robert Shiller, a professor at Yale University and co-creator... read more
Global Allocation commentary for the month of April 2017. The month of April has been dominated by the first round of the French elections. Even though polls were giving Macron... read more
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