Richard Maraviglia and Matt Barkoff, portfolio managers at the Carlson Capital Black Diamond Thematic hedge fund, enjoy "thinking about the economy in a different way to consensus.” The “consensus” often being wrong, Maraviglia and Barkoff pick their point to challenge mainstream economic thought strategically.
Also see
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Finmeccanica SpA: Valuation Update by GreenWood Investors. Please click here for a brief report updating Finmeccanica’s valuation for the full-year 2014 financial results, as well as the recent sale of... Read More
Howard Marks would disagree.... but in a new investment note titled "Gold Sneaky Strong," Sterne Agee makes the bullish case for the metal that is often used as a... Read More
Although it has slid back almost 2% today, Penn Virginia Corporation (NYSE:PVA) is still up more than 10% following George Soros’s letter filed with the Securities and Exchange Commission... Read More
The growing risks in China's financial sector have long been a hot topic on Wall Street, but until recently, the country’s policymakers have been willing to overlook these risks... Read More
High valuations roughly correlate with lower expected returns, but even for value investors that can’t be the only the metric you look at as cheap is not the same... Read More
As the US stock market swings from the lows of December to a strong January rebound, an early trend is potentially in the early stages of formation. Some of... Read More
Market Levels US: Dow Futures: 13088.00 (0.05%), S&P 500 Futures: 1404.80 (-0.02%), NASDAQ Futures: 2770.00 (-0.04%) Europe: CAC: 3427.08 (-0.78%), DAX: 6982.20 (-0.47%), FTSE: 5701.28 (-1.00%). Asia-Pacific: Australia: 4303.50 (-0.61%),... Read More
Elizabeth Lilly from the Ben Graham Conference in Canada in Canada from earlier this week on small cap investing - full article below for subs stay tuned for more congerdesign /... Read More
Searching For The Pearls - JD Sports Fashion PLC (JD) by Bargain Value Today, we will continue our searches for “pearls” on the LSE. We have found the company called... Read More
A new report from Grantham Mayo van Otterloo (GMO) entertains a startling conclusion. The report is on the level of corporate profit margins in today's economy and seeks an... Read More
