There is a bull and bear case for commodities, a Morgan Stanley Global Metals Playbook notes. The June 27 report takes a decidedly bearish view of hard commodities in... read more

Since inception in June 2000, Mohnish Pabrai's flagship hedge fund has more than doubled the annualized return of the S&P 500 after including fees to investors. Q2 hedge fund letters,... read more

After a terrible performance for 2016, John Paulson’s merger arbitrage fund has made a relatively impressive start to 2017. After losing 23.6% during 2016, the fund is up 1.7%... read more

The Mexican peso, one of the only currencies that stood a chance against the mighty US dollar, has not had much luck lately.  The Mexican Peso has declined 3.6... read more

A few years ago there was fear that Deutsche Bank could collapse taking Germany and the rest of the global economy with it. Since then, Deutsche has made some... read more

Frederick "Shad" Rowe talks at Google from May 30th 2018. Fredrick is a long-only consumer focused investor with a stellar track record over 3 decades. In this talk, Shad... read more

Rates in regions associated with debt crisis are lower than U.S. bonds, as unprecedented stimulus withdrawal a sophisticated concern read more

Senvest Partners pulled way ahead of benchmarks in March, earning 4.5% for the month and 11.6% YTD compared to 0.8% and 1.8% for the S&P 500, largely because of... read more

KKR & Co. L.P. (NYSE:KKR) released its earnings numbers for the three months ended September 30 2013 this morning before the bell rang in New York. The company showed... read more

We have talked about G4S plc (LON:GFS) (OTCMKTS:GFSZY), the UK-based security solutions company, a couple of times before. The company now has an activist hedge fund, associated with Carl Icahn, on... read more