On a day when the much-ballyhooed tax plan passage in Congress leads to the stock market selling off Tuesday – buy the rumor, sell the fact – it is... read more

There is a massive move underway in markets, GMO’s resident contrarian James Montier noted in a white paper titled “Six Impossible Things Before Breakfast.” Like an Alice in Wonderland... read more

Paulson Advantage funds hold $4.2 billion of more than $20 billion that Paulson & Co. manages, according to a presentation seen by ValueWalk. These event-driven hedge funds, Advantage and... read more

Currency Exposure Diversifier Or Unrewarded Risk? by Yusuke Khan, CFA - Senior Consultant, Pavilion Advisory Group Ltd. Currency movements have the potential to impact significantly the return and risk profiles... read more

Over the past ten years, value stocks have struggled to keep up with the broader market. Q3 2019 hedge fund letters, conferences and more The Russell 2000 Value Index, for example,... read more

The Federal Reserve's New York President William Dudley defended the opening of debt swap lines with Europe in front of a Congressional Committee today. Dudley said that the instrument... read more

After NASDAQ OMX Group, Inc. (NASDAQ:NDAQ)'s temporary shut down last week, there are still some concerns about lasting damage to the exchange's reputation. Even though there haven’t been any... read more

Stay tuned for more from IRA Sohn Conference which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our... read more

Looking at a year in which he has “seen everything very clearly,” Fund manager Crispin Odey is “very annoyed” that he hasn’t capitalized on the opportunity more, he told... read more

Things seem to be going from bad to worse for Quindell PLC, the struggling insurance outsourcer. Quindell became one of the most talked about companies in London last year, after Gotham... read more