Global Return Asset Management commentary for the month ended September 30, 2019, titled, "Look Past the Yield Curve." Q3 2019 hedge fund letters, conferences and more Dear Friends and Partners, In September... read more

We are on the midst of can be coined a “new world financial order.” Understanding this might start by examining China’s moves to apparently “intervene” as its stock market... read more

It looks as if, nearly ten years on from the financial crisis, and after trillions of dollars in central bank stimulus, the world economy is finally starting to roar... read more

In a bid to thwart Michael Dell’s buyout plan, billionaire investor Carl Icahn said he will come up with a higher offer for Dell Inc. (NASDAQ:DELL) by Friday morning. In... read more

Yikes! Crispin Odey likes Ben Bernanke and his fiscal policy, at least more than other hedge fund managers can stomach and certainly more than he likes Mervyn King's. In... read more

Regional banks' stocks have gained in tune with market trends, while their EPS estimates, on average, remained unchanged. Josh Levin of Citi Research, in a recent research report, analyzed the... read more

Rough notes of Tim Ferriss And Josh Waitzkin from the 2019 Sohn Investment Conference which took place on the 6th of May. See our full coverage of the 2019 Sohn... read more

U.S. Coal Industry Redux 2015: It's Not Getting Any Easier for Alpha, Arch, Cloud Peak, or Peabody by Tom Sanzillo, IEEFA.org Nothing whatsoever has changed in the troubling tea leaves... read more

The clock may finally be counting down on the end of conservatorship for the government-sponsored enterprises. However, some analysts are not convinced that Fannie Mae and Freddie Mac will... read more

North American Oil Patch Bankruptcies Are Just Getting Started At the beginning of May, I covered the latest edition of law firm Haynes and Boone LP’s May Oil Patch Bankruptcy Monitor, which... read more