While some larger hedge funds lag the outperformers, funds from Bridgewater to Salient and P/E Investments having dynamic year . . .
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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.
June 2016 could go down as one of the most significant months for hedge fund performance during the quantitative easing era. Of course the August market sell-off – a... Read More
The Second Great Economic Experiment: An Update by Ron Muhlenkamp At our June 3, 2014 investment seminar, I addressed The Second Great Economic Experiment: How’s It Going? (A seminar archive... Read More
Big banks trembled this week as U.S. Federal Reserve Governor Dan Tarullo before Senate Banking earlier this week and announced a tough set of new rules for the largest... Read More
India: Of Castles and Moats by Matt Brice, The SOVA Group Earlier this year, my family and I spent some time in India. I would estimate about 50% of the... Read More
James Litinsky, the founder at JHL Capital Group, has a broader view of society and how it plays into an investment thesis. The Chicago-based hedge fund manager, running $936.6... Read More
With the first round of the French election in the rearview mirror, there are clear winners and losers. With Emmanuel Macron and Marine Le Pen facing the chosen two... Read More
Société Générale publishes a monthly update on the performance of several value-oriented fundamental trading strategies across both developed and emerging markets. Along with the monthly value screens, Société Générale's analysts... Read More
On a quantitative basis, temperatures are warming, global warming damage is getting more expensive, HSBC report observes Read More
The latest from Albert Edwards of SocGen. Below is the summary of his report as well as some good charts from the note just released. Albert Edwards: EM rout is merely... Read More
By Long Short Trader I avoid shorting biotech stocks. I prefer buying biotech stocks, and have been long several biotech names. Here is the internal debate currently taking place inside me: (1) Avoid... Read More
