Water is widely considered to be the next ‘big trade’ on Wall Street and trying to select the best bets to profit from this trend has been a hot... Read More

Mott Capital Management letter to investors for the fourth quarter ended December 31, 2016. Also see 2016 Hedge Fund Letters Q3 2016 Hedge Fund Letters The year has closed, and as I write... Read More

Karen Petrou;'s memorandum to Federal Financial Analytics clients on the buzzsaw aimed at blockchain. TO: Federal Financial Analytics Clients FROM: Karen Shaw Petrou DATE: September 18, 2015 Earlier this week, an NPR story... Read More

Southeastern Asset Management has filed a 13D showing a 15.2% stake in DineEquity Inc (NYSE:DIN). The value based firm managed by Mason Hawkins owns 2,798,762 shares outstanding. Mason Hawkins... Read More

Former Clinton administration official Robert Shapiro, who also advises senior members of the Obama administration, today released, "A Strategy to Promote Affordable Housing for All Americans by Recapitalizing Fannie... Read More

Technical issues could lead CDS spreads to go negative, but it would not be a normalized market condition Read More

The latest data from BAML ETF asset flows shows some interesting new and old trends. Every week, Bank of America publishes a report outlining the major client trading trends of... Read More

There are many dates that are emblazed on investor’s foreheads. The ushering in the terrorist trend occured on September 11, 2001; the “Lehman moment” on September 15, 2008 when... Read More

Published on Nov 11, 2015 In his plenary talk to the MBA Class of 2017, Professor Arun Sundararajan discusses Uber, Airbnb and the sharing economy; explains the re-aggregation of distributed... Read More

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. In our recent article “5 Charts That Prove We’re Not in Another Tech Bubble,” we show that... Read More