In a market environment where “policymakers exert ultimate control over securities prices,” Paul Singer, head of the $30 billion Elliott Management, notes a security pricing mismatch. In such an environment, inflation could be the canary in the coal mine, according to the hedge fund's Q3 letter, a copy of which was reviewed by ValueWalk.
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.
IBV Capital is an investment management firm that practices an exceptionally disciplined value investment philosophy for conservative and discerning clientele. We have a history of delivering attractive long-term rates... read more
Lombard Odier Investment Management’s Arnaud Langlois pitched this stock as a short idea. This industrial gas business is up 40% this year and is a “stock market darling,” Langlois... read more
Crispin Odey’s flagship Odey European fund is currently in the midst of one of its worst years on record. Odey’s OEI MAC fund, which invests in Odey’s European fund, lost 8.9%... read more
It is approaching a year and a half since Brexit occurred, and negotiators on both sides of the English Channel find themselves with a deadline lurking and tough issues... read more
If volatility is an eye to the markets soul, 2016 has seen odd correlations between the VIX and the underlying price action of the S&P 500. Certain analysts look... read more
Citi Multi Asset Research analysts Stephen Antczak, Jung Lee and Swati Verma track what the competition is doing in their research series “Where’s the Crowd?’ Part 1 (How to... read more
At the 4th Annual Morgan Stanley Quantitative Equity Research Conference participants were asked rather discretionary questions. The Quant Conference answers pointed to trend continuation in some of the hottest industry... read more
Activist friends and foes, strong day today, top activist news and stories below. Send tips to @activiststocks, sign up for our daily newsletter, and ICYMI the latest newsletter, it’s... read more
Bill Gross is ushering in the New Year with some especially bad news, warning that the market will turn on the 15th of, well of one of the months... read more
Both junior preferred and common shares of Fannie Mae and Freddie Mac tumbled on Friday after the Treasury Department released its proposals for getting both GSEs out of conservatorship.... read more
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