Like the majority of Baupost's investor correspondence over the years, Baupost's 1994 year-end  letter contains some valuable insights. However, the year-end letter is difficult to get hold of in... Read More

Diversified Portfolio - Can You Expect Your Money To Double In 10 Years? by Luke F. Delorme, Director of Financial Planning, American Investment Services, Inc - AIER Sometimes when I... Read More

As JANA Partners took a new position in FMC Corp (NYSE:FMC), the question becomes: what are they after? Also see: FutureAdvisor Offers Asset Management Services In A Low-Fee World JANA added... Read More

The iCIO Investment Summit is just around the corner, and it promises to be an interesting day with lots of serious investors sharing their best ideas on macro trends... Read More

As negative rates are losing some of their initial appeal, the ECB's recent policy shift emphasis to TLTRO (Targeted Longer-term Refinancing Operations) with a sizable package will facilitate fixed-rate... Read More

There is a “mystery” on Wall Street, and it has to do with central bankers. No, the mystery has nothing to do with proposals for an independent overall of... Read More

Another hedge fund suffers big losses in emerging markets and commodities—Caxton Hawk Fund slides 4.6 percent in May, incurring losses in EM fixed income and commodities like natural gas... Read More

Ray Dalio's Bridgewater Associates filed 13f with SEC today. Here is a breakup of the major portfolio changes in the last quarter—note that the long equity portfolio made public... Read More

As peer-to-peer lending standards are likely to vary based on individual lender, product standardization appears to be derivatives challange Read More

In perhaps the strongest repudiation of the US Federal Reserve policy yet, a voting member of the central bank called quantitative easing “A massive gift intended to boost wealth.” Gift... Read More