One component of the forthcoming ESMA MiFID II regulations that hasn’t received the headlines that the impact on research has received is the mandate to record “electronic communication.” Like... Read More

Goldman Sachs Group Inc (NYSE:GS) terminated an agreement to acquire Ebix Inc (NASDAQ:EBIX) last night, after the insurance software maker said it was told that federal prosecutors had opened an investigation. We... Read More

Home sales in China expanded for the second consecutive month in May, aided by a slew of monetary and property easing measures in the past few months, notes BofAML. Sylvia... Read More

Despite the recent S&P 500 rally, stocks are still cheap relative to bonds, that’s the key takeaway from a research note out today from Bank of America Merrill Lynch,... Read More

Passport Capital Founder and CIO John Burbank on the power of the central banks and how infrastructure spending would help the U.S. John Burbank: Infrastructure Spending Plan Would Be Good... Read More

Q1 2022 hedge fund letters, conferences and more The Wirecard scandal has resulted in a couple of books already, most of them quite good. But the ultimate book is of... Read More

Cliff Asness's latest on why factor timing is not all it's cracked up to be and why some forecasts of doom for factors and "smart beta" (yeah, he's finally... Read More

Short China? .... China has so much to learn about free markets. Like attacking an 85 year-old hedge fund legend who was only observing what was actively being discussed... Read More

Buying a plot of land in rural America has never been so expensive. And that’s even with soaring interest rates. Rising commodity prices mean farmers made record amounts of money... Read More

Sloppy Decisions At Greenlight Capital & Pershing Square by GlobalSlant Headline: Massive Flaws at SUNE [SunEdison] + VRX [Valeant] Were Somehow Missed By Both of These High Profile/Well Resourced Hedge Funds Much... Read More