Kyle Bass, Hayman Capital Management calls into CNBC’s “Squawk Box” with his concerns about comments he heard about the Trump administration’s policy with China.
Last week, the world's largest listed diversified miner, BHP Billiton announced that it will take a $4.9 billion post-tax, $7.2 billion pre-tax, exceptional impairment against its US onshore hydrocarbon assets. After... read more
Investors should be long cash and volatility, as a Bank of America Merrill Lynch (BAML) Thundering Word report titled “Recession Reset” provides a glimpse of what it says are... read more
Companies listed on the stock exchange may reward their shareholders in two main ways: by buying back their shares or by paying dividends. Let us remind you the meaning... read more
As a result of the British Government outsourcing its responsibility to supervise the large banks to industry groups and not holding bankers to account, the Royal Bank of Scotland... read more
Global Return Asset Management commentary for the quarter ended September 30, 2016. Also see Q3 2016 hedge fund letters Q2 2016 hedge fund letters . Dear Friends, [drizzle]Year-to-date we’ve generated a net return of 2.35%.1 Our... read more
Oh, how the world must have looked on May 16. The S&P 500 peaked its head above 2400, breaking into all-time highs, all the while geopolitical issues around the... read more
The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds report. Last quarter, the... read more
Successive Cohorts Of IPO Firms: Why Do IPOs Seem To Be Getting Riskier? Anup Srivastava Tuck School of Business at Dartmouth Senyo Y. Tse Texas A&M University - Lowry Mays College... read more
MITIMCo: Perspectives for Aspiring Superinvestors, by The Manual of Ideas Exclusive Interview with Seth Alexander, Joel Cohen, and Nate Chesley, Massachusetts Institute of Technology Investment Management Company Get The Full Seth... read more
Third Avenue on some Q3 holdings, see the letter to shareholders here. Brookdale Senior Living Brookdale (BKD) is the largest operator of senior housing assets in the United States, with... read more
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