It is an amazing coincidence that within one day two notable hedge funds/asset managers have been linked to big players in U.S. intelligence. If the announcement that former CIA... read more

India's debt/GDP ratio is among the worse in  the emerging markets, but the country has the potential to bring its debt load down over the next decade making it... read more

The case, one of the most prominent actions stemming from the 2008 crisis, centers on the claim that Mr. Tourre and Goldman failed to warn investors that a hedge... read more

Below-expectation releases of economic data in recent weeks appear to have taken a toll on investor sentiment. The recent PULSE report on US equity strategy from Citi analysts Tobias Levkovich,... read more

2 Reasons Why The Odds Are Stacked Against The Fed by Greg Silberman We continue to hew to our favorite scenario of a market downturn in the intermediate future … In... read more

The ratings agency Fitch has cut the credit rating of three of the big four Australian banks by a notch to AA-minus largely as a result of their heavy... read more

Loose Financial Conditions force Janet Yellen's hand Last week, the US Federal Reserve announced for the first time its plans for unwinding its $4.5 trillion balance sheet that’s been accumulated... read more

Gold finally got some respite from the dollar’s onslaught. The dollar weakened against the yen and the euro in a likely technical correction from an overbought zone after Friday’s powerful... read more

Hedge funds marked their best month over 24 months in March, according to eVestment's analysis of the hedge fund industry. Event-driven hedge funds recorded a 3.4% rise in March and... read more

In a Q&A session with students of the Ivey Business School in 2009, Klarman explained how Baupost's arduous risk assessment process helped weed out the best opportunities on offer... read more