As perhaps the oddest year in anyone’s lifetime comes to a close – and HSBC’s Hedge Weekly issues its 53rd report in a year – the oddities found inside... Read More

Clint Carlson's Double Black Diamond Fund returned 3.94% for April, bringing its year-to-date return to 5.27%. All of the fund's business units were in the green for April except... Read More

There is a massive move underway in markets, GMO’s resident contrarian James Montier noted in a white paper titled “Six Impossible Things Before Breakfast.” Like an Alice in Wonderland... Read More

Most analysts are bullish on equities for 2014, but there is still the question of which markets are best positioned to benefit from the recovering economy. US equities have... Read More

Looking at the world through a quantitative lens, Morgan Stanley’s Brian Hayes sees potentially lower returns ahead for the stock market and there is bad news in particular for... Read More

Fund manager J. Carlo Cannell has switched from a passive to an activist investor in TheStreet.com and is outraged at the compensation being showered upon fellow shareholder and co-founder... Read More

With U.S. equity prices nearing or breaking year to date highs, asset managers had decreased their net long exposure to equities by $900 million, touching a three year low... Read More

When markets stabilized in July, most of the funds who lost ground in June and in the latter part of May were able to offset their losses. However Omni... Read More

On February 15, 1999, Barron’s magazine published an opinion piece entitled, Why Value Investors Are Different. The article looked at one of the most important periods of Warren Buffett’s... Read More

There is nothing stopping the Federal Reserve from going negative on interest rates, Fed Chair Janet Yellen told Congress, but they are investigating the legality of the potential move. ... Read More