Most hedge funds are glad to be moving past the horrors of December and, to a lesser extent, 2018, but a few fund managers did capitalize on the year's... read more

For investors, the second half of 2015 stands to look quite the same as the first half. According to Goldman Sachs’ U.S. Quarterly Chartbook, the S&P 500’s flat return in... read more

Investment returns assumptions are declining among US public pension funds, a February 16 Moody’s Investors Service report noted. At a time when pension investment volatility is high, governments are... read more

Hugh Hendry of The Eclectica fund is out with his latest letter which has been obtained by ValueWalk (see Hugh Hendry’s Eclectica Battle On BoJ! Gains on Australian Shorts). The... read more

Balyasny Asset Management, founded by Dmitry Balyasny, managed a 1.11% return in May of this year. The flagship hedge fund, Atlas Global Investments is now up 2.75% for the... read more

In today’s environment, no company is immune from challenges of shareholder activists. It’s a challenge that boards must be ready to meet (and sometimes embrace).  Activists have likely become... read more

Euclidean has spent the last year working on a thorough investigation of the application of deep learning techniques to long-term investing. One outcome of this process is a peer... read more

Treasury rigging probe sharpens focus: Federal investigators are narrowing a probe of alleged rigging of the $13 trillion U.S. Treasury market by looking at a handful of Wall Street... read more

Though negative surprises in the U.S. reflect sentiment indicators in a near-extreme disconnect from hard data, if the hard data continues the uptrend recovery channels, sentiment indicators will catch... read more

At the end of last week, Credit Suisse published a research report on its 18 contrarian stock ideas. What's special about this report is that it highlights the companies where... read more