Causeway Capital Global Value Equity commentary for the fourth quarter 2014. Oil prices and economic weakness weighed heavily on equity performance during the quarter. Reflecting oversupply and concerns about demand,... read more

“Davidson” submits: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email... read more

Hedge funds resumed their rally, with L/S equities and CTA funds on the lead during the month Q2 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge... read more

Needham Funds letter to shareholders for the first quarter ended March 31, 2015. Dear Shareholders, Friends of Needham and Prospective Shareholders, We are pleased to report results for the first quarter... read more

Whitney Tilson talks with the Manual of Ideas on one of his top picks right now, AIG. Tilson compares AIG to BP during the deep horizon oil spill. Tilson... read more

A December 1st report from Liberty Street Economics highlights that banks that are seeing increased deposits due to the ongoing fracking boom are lending out very little of their... read more

We compiled a list of our favorite books for the holiday known as Black Friday. The list consisted of 13 of our favorite books which were published in 2013.... read more

In November 2014, just over a month after Bill Gross left PIMCO for Janus Capital, Morningstar estimated that PIMCO could withstand $350 billion in outflows over three years without... read more

As the first U.S. Federal Reserve rate hikes approach, an institutional advisory services is recommending boosting allocations to cash and government debt as a "de-risking" is occurring. Institutional investors recommended... read more

Goldman Sachs has promoted 425 people to the position of managing director, the Wall Street firm’s second-highest rank. In 2013, the U.S. investment bank changed its managing director selection process from... read more