Tobias M Levkovich of Citi thinks the stock market is slightly undervalued. Writing in a research note from last week, Citi slightly raised their earnings forecast from $117.25 to $117.50,... Read More

In light of recently called elections in the UK, and after perusing economic forecasts, Deutsche Bank has closed its long-standing bearish bet on the pound sterling, taking out “crash... Read More

While post-crisis regulations are well-established for systemically important banks, and well on their way for SI insurance companies, regulators are really just starting to think about the details of... Read More

Emerging markets have seen steady outflows since the economic data coming out of the U.S. and Europe started strengthening (and the Fed announced that tapering was on its way),... Read More

Logica Captial Advisers letter for the month of July 2019, titled, "Macro Micro." Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay “Sometimes probabilities are very close to certainties, but they're... Read More

The population in the developed world is getting older, and the baby boomers are now hitting retirement and doing so with fatter wallets and a larger desire for holidays... Read More

MGT Capital more questions - guest post - the author of this post has a short position in the company Issues debt convertible at $1 (significantly below market) and gives... Read More

Credit market implied volatility is at its lowest point since the financial crisis, but this could be exacerbating gap risk Read More

Black Wednesday – October 21st, 2015 – The Last Time a $50+ Billion Stock Declined 40% Intra-day by TheLongShortTrader Today will be a day to remember for many market participants. It is... Read More

Agriculture, An Alternative Asset Worth Harvesting by 720 Global We ended the most recent article “Do Not Say You Were Not Warned - Again” with the 720 Global tag line... Read More