The recent Fed interest rate hike is "out of sync" as the profit and leverage cycle are far more advanced than they would normally be at the time of the... read more

With all the strategies and regional benchmarks logging losses for the second consecutive month, April of 2014 has turned out to be another underwhelming month for hedge fund performance,... read more

Richard X. Bove, Vice President Equity Research (Financial Sector), Rafferty Capital Markets, LLC paints a somber future for banks in his analysis “The Momentum is Gone – Banks Must... read more

Amidst a low-rates environment and being a more stable part of global EM, one can expect Asian dollar bonds to still offer a decent return during the current year, according... read more

Vltava Fund letter to investors for the second quarter ended June 30, 2020, titled, 'The Dam Has Broken', discussing the harmfull effects of negative interest rates. Get The Full Ray... read more

The elite often map future probability paths with the understanding that the future is often unpredictable. Elite traders consider a variety of risk scenarios and the logical potential for... read more

By Long Short Trader Sad News out of HF land: Doug Millett, former COO of Kynikos and a veteran l/s, lost a battle with cancer this pm. A nice man, RIP. —... read more

The turbulence in Crispin Odey’s performance continued in March, with the OEI Mac hedge fund run by England’s wealthiest individual losing -3.9% on the month, bringing the year-over-year performance... read more

The top and bottom 20 hedge fund performers in HSBC’s Hedge Weekly performance report shows a great inequality, almost historic in fact. But unlike societal income inequality, hedge fund inequality... read more

I have written about Atlantic Power Corp (NYSE:AT) (TSE:ATP) before, warning that the company could be a value trap, as despite its discount to book and turnaround plan, the company... read more