Calabria’s GSE Reform Could Trigger A Recession: Dick Bove

Debate over removing Fannie Mae and Freddie Mac from conservatorship continues as the two government-sponsored enterprises reported healthy Q4 earnings results. The two GSEs reported their earnings results the same day Trump's choice for the next director of the Federal Housing Finance Agency (FHFA) was set to testify before [...]

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Stocks May Be Up, But Fund Managers Are Still Bearish

January brought a dramatic rally in stocks and other asset classes following a tumultuous December. However, fund managers have remained positionally bearish despite the broad-based rally. This bearish trend has continued into February — even though it's looking like we managed to avoid the steep selloff witnessed last year [...]

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This Hedge Fund Is Winning On E-Commerce

WCM Global Growth Limited was up 4.03% for January, just barely missing its benchmark MSCI All County World (ex-Australia) Index, which gained 4.54% for the month. However, WCM has beaten its benchmark looking at the last three, six and 12 months and since inception. The MSCI All Country World [...]

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These Metals Should Benefit The Most From EV Adoption

As the years have gone on, electric vehicles have gone from being practically non-existent on our roadways to somewhat common in many parts of the country. Some analysts and early adopters of the technology believe it's only a matter of time before most vehicles are electric. However, until the [...]

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The Markets Broke In 2018, But Some Saw Opportunity

Everywhere we look, there have been reports about how abysmal hedge fund performance was in December and even throughout most of the fourth quarter. Hedge fund managers have been outlining the myriad of challenges that faced during the last three months of the year. Most financial assets were in [...]

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What A Difference A Year Doesn’t Make

In general, the markets seemed to be shaping up to be similar to what they looked like a year ago performance-wise. January was a month of strong returns, and now that we're into February, we're suddenly seeing a steep pullback. It remains to be seen whether the rest of [...]

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It’s Back To Risk-On For Active Managers

It's starting to look like the fourth-quarter bear market may have been just a mere blip on the market radar. Active portfolio managers have been returning to risk-on positions over the last couple weeks. They're back to buying perennial favorites like the Communication Services sector, which now contains the [...]

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