How Public Pensions Could Trigger The Next Financial Crisis

Public pension funds continue to demonstrate their bottomless appetite for credit and related products. However, the repeated setting of new records for credit allocations isn't the most interesting thing about this trend. One analyst suggests all these new credit allocations could bring about the next financial crisis because they [...]

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Long/ Short Equity Hedge Funds Are Back To Winning

Investors may finally be coming around when it comes to hedge funds, and it's easy to see why. The Eurekahedge Hedge Fund Index climbed 0.89% in February. Although preliminary figures for the month suggest that investor outflows exceeded performance-driven gains in the month, final numbers for January indicate things [...]

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This Fund Has Done Well In Both The Downs And Ups

geralt / Pixabay   This year is off to such a strong start that the virtual horrors which rocked global financial markets toward the end of 2018 are starting to seem like just a bad dream. Many hedge funds are reporting a partial or complete recovery by the end of February, [...]

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This Famed Moat Investor Outlines The Long Case For Nintendo

Dorsey Asset Management's Global Moat Composite declined 15.7% net during the fourth quarter, underperforming the MSCI All-Country World Index's 12.8% decline. For the full year, the Composite was up 4.6% net, while the MSCI ACWI declined 9.4%. Q4 hedge fund letters, conference, scoops etc Alexas_Fotos / Pixabay In his letter dated Feb. [...]

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Gold Shunned For Technicals In Favor Of Copper

Gold prices continue to hover between $1,300 and $1,330 an ounce, and while some analysts are calling for further upside for the yellow metal, one firm thinks the long play is all tapped out. There's no denying that the Federal Reserve has been indirectly driving gold prices with its [...]

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Bove Sees More Upside For Fannie Mae 8.25 Junior Prefs

As talks about Fannie Mae and Freddie Mac exiting conservatorship continue to swirl, investors and analysts are paying especially close attention to the government-sponsored entities' stocks, especially their preferred shares. Several big hedge funds are banking on a big-time payday from Fannie's and Freddie's preferred shares when the GSEs [...]

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