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History Is Repeating – This Time It’s Pot Stocks
I’ve been thinking that at some point in the future I want to buy the snot out of pot stocks. Q2 hedge fund letters, conference, scoops etc Did I say in... Read More

Russia: Careful What You Wish For – OWTW
This week’s issue will be a bit different than usual. We’re sharing with you an excerpt from our latest Insider Weekly that looks under the hood (bonnet, for our British readers)... Read More

Glenn Tongue Presenting 2 Time Arbitrage Ideas At VIC 2012 [LIVE]
Glenn Tongue is the Managing Partner of T2 Partners and Portfolio Manager of the Deerhaven Fund. Glenn Tongue was a long time partner of Whitney Tilson, until they decided to part ways... Read More

Alternatives In 2019: Hedge Fund Outlook – An Asset Class Becoming An Industry
William J. Kelly, CEO of CAIA Association, examines recent hedge fund performance statistics and postulates what lies in store for the asset class in the year ahead. Q4 hedge fund... Read More

Morgan Stanley (MS) Sued By ACLU Over Racial Discrimination
Morgan Stanley (NYSE:MS) was sued on Monday by the American Civil Liberties Union over alleged racial discrimination. The ACLU argues that the investment bank reportedly discriminated against borrowers on... Read More

SEC to Crack Down on Misleading ESG Claims With Fund Rules
The US Securities and Exchange Commission is taking its biggest step yet to stop money managers from misleading investors when they claim their funds are focused on environmental, social... Read More

Uber Won
Uber won. I’m not breaking any news. We all know Uber won a long time ago. I finally traveled for work the last few weeks, a first since the... Read More

The History Of North American Cooperation On Aluminum And Steel
As the global rhetoric around trade heats up, aluminum and steel are two metals that have been unexpectedly thrust into the international spotlight. Q1 hedge fund letters, conference, scoops etc,... Read More

As Oil Rig Count Declines, Signs Points to Potential Recovery
Could Saudi Arabia already be winning the shale oil wars? A new research report says U.S. energy firms are significantly backing off their production plans in the U.S. as... Read More

Smithfield Foods Releases Proxy with Some Interesting Information
Via Jay Gold, CFA of JPMorgan... After the close yesterday, Smithfield Foods, Inc. (NYSE:SFD) a proxy statement (link) related to its proposed acquisition by China-based Shuanghui. We find three... Read More
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