Global Return Asset Management update for the month of May 2019, discussing navigation through the market's volatility. Q1 hedge fund letters, conference, scoops etc Mediamodifier / Pixabay Q1 hedge fund letters, conference,... read more

Nomura says that the games Greece has been playing have "not worked" as the true extent of default damage is not being discussed read more

Even financial analysts who are bullish on the US recovery will acknowledge that equity valuations are high and long maturity bonds don’t look terribly attractive, but that still raises... read more

A little known hedge fund milestone occurred yesterday when emerging markets-focused Gramercy filed a $1.6 billion arbitration claim against Peru. The claim is based on 40-year old bonds that... read more

Sio Partners was down 4.8% net for September, compared to the S&P 500 Total Return Index's decline of 3.8%, the MSCI World Healthcare Index's 1.5% decline, and the MSCI... read more

ValueWalk's Raul Panganiban interviews Joe Cioffi, the author of Credit Chronometer. Q2 hedge fund letters, conference, scoops etc Tumisu / Pixabay Interview With Joe Cioffi Transcript Good morning podcast listeners. Today is a very... read more

As markets continue to remain skeptical of a 2016 rate hike, a Bank of America Merrill Lynch volatility research report notes that latent risk in risk parity strategies is... read more

The market has been beset by calm over the past few weeks, Nomura's Chief Economist Richard Koo writes, but under the surface I see a great deal of pent-up... read more

Tesla Motors Inc (NASDAQ:TSLA) shares plunged 9% on Monday as investors worried that the electric car maker’s production delays will put undue strain on its balance sheet. Several firms, including Stifel,... read more

Ten Investing Gems from Peter Lynch's One Up on Wall Street by Vishal Khandelwal, Safal niveshak This article was originally published in June 2012. I was re-reading Lynch’s book and... read more