Left Brain Capital Appreciation Fund L.P., a long-biased hedge fund focused on growth, is up 29.6% year to the end of July following a healthy 134.2% net return in... read more

FDIC-insured banks’ quarterly net income dropped by $3.1 billion to $37.2 billion, thanks to lower non-interest income from reduced mortgage-related activity, FDIC’s Quarterly Banking Profile revealed. The FDIC’s First Quarter 2014... read more

If interest rates rise, defaults will increase -- but the modeling shows a 2018 default model regardless read more

Demand for energy never goes down, but it is fairly elastic to changing prices. The oil shocks of the 1970s finally led to demand peaking out in 1979 and... read more

As Harvey hits Texas hard in terms of lives and finances, more bad news (not to compare the scale of the two) came from the state from the giant... read more

This is part nine of a multi-part series on Seth Klarman, value investor and manager of Boston-based Baupost Group. Parts one through eight can be found at the respective... read more

When tapering was first mentioned, there were almost immediate outflows from emerging markets as investors prepared for better opportunities in developed markets, and the defensive focus on dividends mostly... read more

The Eastman Kodak Company (OTCMKTS:EKDKQ) could exit its bankruptcy as soon as September 3 after a New York judge approved the company's bankruptcy plan. The plan does not see... read more

India's Structural Challenges by Sudarshan Murthy, CFA, Matthews Asia India has gained more international media attention since Prime Minister Narendra Modi swept into power with a strong majority over a... read more

Noting that “investor enthusiasm for government debt from the eurozone's (risky) southern periphery persists unabated,” Evergreen Gavekal’s Charles Gave believes investors will find themselves bumping up against some hard... read more