Executive Summary The analyses in this report are derived from the public plan documents in eVestment Market Lens. Market Lens aggregates thousands of documents sourced from the U.S., Canada and... read more

On the surface, the picture for Chinese banks is improving, particularly for larger banks. Delinquent loan ratios are down as are “special mention” modification cases and loan loss reserves... read more

Boyar Value Group commentary for the first quarter ended April 30, 2019, titled, "A Look Back." Q1 hedge fund letters, conference, scoops etc "Investing should be more like watching paint dry... read more

David Neuhauser founded Livermore Partners, an opportunistic value-oriented hedge fund whose focus is in energy, industrials, and financials. Livermore works with the firm’s portfolio management teams to unlock value... read more

Berkshire Hathaway is poised to report that it failed to increase net worth more rapidly than the Standard & Poor's 500 Index during the past five years, according to... read more

A California court has ruled that the Bill Gross legal case against Pacific Investment Management Co., the firm he founded in 1971, can proceed. Bill Gross at the Morningstar conference... read more

On Monday, news was swirling that Carlyle Group LP (NASDAQ:CG) was moving forward in its acquisition of the asset manager, TCW Group Inc. The private equity firm was set to... read more

Here’s your latest Friday Macro Musings. Q3 hedge fund letters, conference, scoops etc As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and... read more

The Fintech 2.0 Paper: Rebooting Financial Services by Oliver Wyman Banks can boast of some important innovations. ATMs, credit cards, securitisation, swaps and mobile banking are now taken for granted,... read more

Crescat Capital conference call audio for the third quarter 2016. read more