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.
As the world’s largest producer of aluminium, and with slower-than-anticipated ingot inventory build and stronger prices, China’s aluminium market is currently looking “tight” report Macquarie analysts. Lynn Zhao and... read more
Post Market Update Market Levels • US: Dow: 12816.70 (0.01%), S&P 500: 1380.00 (0.01%), NASDAQ: 2904.25 (-0.02%) • Europe: CAC: 3411.65 (-0.35%), DAX: 7168.76 (0.07%), FTSE: 5767.27 (-0.04%). • Asia-Pacific: Australia: 4448.00 (-0.31%),... read more
The Commodity Futures Trading Commission (CFTC) Commitment of Traders reports show that the Eurodollar net short are the highest since 2006, according to the January 27 USD Rates Strategy... read more
How To Find Deep Value Negative Enterprise Value Companies by Tim du Toit, Quant Investing How can I find negative enterprise value companies is a question we have received from... read more
According to Dennis C. Blair, a former director of national intelligence, and Keith Alexander, a former director of the National Security Agency, intellectual property theft is costing the US... read more
Philip Tetlock - Edge Master Class 2015: A Short Course In Superforecasting [Class V] by John Brockman,Russell Weinberger and Nina Stegeman, Edge.org Condensing it All Into Four Big Problems and... read more
The first figures on how the global coronavirus pandemic is impacting venture capital markets have started to emerge. The picture isn't pretty. Q1 2020 hedge fund letters, conferences and more According... read more
Muddy Waters and NQ Mobile Inc (NASDAQ:NQ) have been involved in a back-and-forth scuffle which is becoming more interesting by the day. Carson Block, founder of the research firm, broke the... read more
“If I was running $1 million today, or $10 million for that matter, I’d be fully invested. Anyone who says that size does not hurt investment performance is selling.... read more
Prem Watsa’s Fairfax Financial Holdings (TSE:FFH) may be in trouble with the IRS concerning a tax break it received by offsetting the income it received from Odyssey Re Holdings... read more
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