Ellington Management Group looks at causation of the 2008 Global Financial Crisis and sees the same pattern of behavior at work in the next asset bubble in high yield... read more

Dr. Michael Burry, the doctor turned value investor, who was one of the first hedge fund managers to bet against the subprime mortgage market and is the focus of... read more

24/7 Wall Street has once again dusted off its crystal ball and listed its annual list of brands that won’t last in 2015.  The ten companies will disappear due... read more

The initial move by the Gulf Cooperation Council (GCC) to cut ties with Qatar is unprecedented, a Moody’s report noted, echoing bank research on the topic. The Moody's report... read more

It is an amazing coincidence that within one day two notable hedge funds/asset managers have been linked to big players in U.S. intelligence. If the announcement that former CIA... read more

ptdh / Pixabay Dear Partners and Colleagues, Alluvial Fund, LP returned -0.9% in November, compared to 3.6% for the S&P 500 and 4.1% for the Russell 2000. Year-to-date, Alluvial has returned... read more

As promised recently we are updating/cleaning the investor resource pages on a regular basis. Last week we updated the pages for Jeffrey Gundlach, Prem Watsa, Tom Gayner, Warren Buffett and Whitney Tilson. And this... read more

Four years after the $62.5 billion Reserve Primary Fund infamously “broke the buck,” i.e. the net value per share of the huge money market fund fell below $1 due... read more

Saiga Capital Fund LP returned 8.8% for the year to the end of April, according to a copy of the firm's April performance tear sheet, which ValueWalk has been... read more

Over the years, Bridgewater's “Daily Observations” research notes have built a reputation for their unparalleled and informative views on the macro economy. But Bridgewater’s research notes aren’t just focused on... read more