Elliott Management Launches Another Assault At Samsung Electronics by Activist Insight Elliott Management grabbed headlines this week by launching its second assault on South Korea’s Samsung Group in as many... Read More

As negative rates are losing some of their initial appeal, the ECB's recent policy shift emphasis to TLTRO (Targeted Longer-term Refinancing Operations) with a sizable package will facilitate fixed-rate... Read More

Macquarie analysts anticipate one of the weakest IPO markets in the past five years, thus weighing on universal banks' results, unless large deals are priced and closed before March... Read More

As broadband access to the Internet becomes a growing corporate battleground, with Google Fiber threatening to disrupt the cable monopoly on high-speed access pipes into American homes, serial entrepreneur... Read More

There is a revolution taking place in quantitative finance. The average person, those without advanced degrees from University of Chicago, Harvard, MIT or London School of Economics, but those... Read More

Does Greece Need Adult Supervision? by David Wright, Sierra Investment Management Sierra Investment Management's David Wright, managing director, has published his latest commentary looking at the situation in Greece as... Read More

Fannie Mae, Freddie Mac Phobia is Madness by Glen Bradford The purpose of this article is to illustrate the cost to wind down Fannie Mae / Federal National Mortgage Assctn Fnni... Read More

When CLSA’s famed analyst Christopher Wood looks at Asia, he sees nuance and profound complexity. In Japan, he ponders the “Giri” culture, about duty or obligation to give back... Read More

Alluvial Fund performance update for the month ended July 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 7.6% in July, compared to 5.6%... Read More

Activist investor Dan Loeb has asked Japan’s robot maker Fanuc to conduct a large buyback soon and fix its “blatant capital inefficiency.” The activist investor known for his stinging criticism has... Read More