Hedge funds finished February with a 1.79% gain, making it the best performance in the last 12 months, on the back of strong recovery in global equity markets, according... read more

Yesterday afternoon the Federal Reserve released minutes from its March 18-19 meeting.  Perhaps unsurprisingly, the Fed minutes focused attention towards the "six-month" comment made by chairwoman Janet Yellen. The six-month... read more

Despite the many reiterations that this is the time to invest in equities, and that bonds are so much less exciting, hedge funds are still raking up exposure in... read more

Old West Investment Management commentary for the fouurth quarter ended December 31, 2018, titled, "Our Time Has Come." This first appeared on HiddenValueStocks Q3 hedge fund letters, conference, scoops etc Dear Investor, We... read more

Financial service companies shouldn't fight technology advancement, but rather work with it. As revenue margins shrink but regulatory burden increases, “capital markets are finally under severe pressure to change.” Managing... read more

Low-Interest Rate Environment is meant to spur economic activity, but inflation remains anemic in most advanced economies and a prolonged period of low-interest rates has introduced potentially destabilizing financial... read more

Morgan Stanley (NYSE:MS)'s alphascreener, the bulky and insightful report by Adam Parker notes some interesting changes in the stock market dynamics and hedge fund performance. The report shows that... read more

Banks are judged largely by their net interest income (NII), which accounts for about 60% of revenue for your typical regional bank (about 40% is from fee income), but... read more

Fannie Mae / Federal National Mortgage Association (OTCBB:FNMA) is set to issue its first sale of risk sharing bonds, with better terms than Freddie Mac / Federal Home Loan Mortgage... read more

The most likely scenario for 2016 is for continued low growth and low inflation, notes multi-asset research from Source, but in a 31 page report consideration for stagflation and... read more