Greek government bonds have been one of the most successful investment stories in the last few years. The biggest and brightest of the U.S hedge fund industry have profited in huge sums from betting in favor of Greek bond yields. Dan Loeb's Third Point and Seth Klarman's Baupost Group are some of the famous names who have scooped up major profits by buying Greek bonds.
Global equity markets shrugged off concerns about central bank tapering and continued to gain momentum in the fourth quarter, capping off another excellent year for equity returns. Despite carrying... Read More
This morning, the major headline was the downward revision in Apple’s revenue projection—the first time this has happened in well over a decade—on lower sales in China. The reaction... Read More
Matthews Asia May 2016 Country Updates: China, India, Japan, Korea & Southeast Asia China/Hong Kong In May, the MSCI China Index returned -0.61%. Hong Kong's Hang Seng Index returned -0.50% in... Read More
With nearly 2/3 of companies in the U.S. impacted by fraud, it is important that a fraud whistle-blower program is enacted, a Harvard Law School blog post argues. The point... Read More
Some small and mid-sized endowments and foundations are questioning the value of an “Endowment Model” portfolio that includes uncorrelated alternatives instead of a blind 60/40 portfolio of stocks and... Read More
The Fed Can Control Inflation With Unconventional Tools The Federal Open Market Committee (FOMC) targeted a federal funds rate near zero from December 2008 through December 2015. Since September 2008,... Read More
Tesla Motors short - excerpted from Stanphyl Capital's April 2016 letter to investors For April 2016 the fund was up approximately 2.1% net of all fees and expenses. By way of... Read More
Clearwire Corporation (NASDAQ:CLWR) has reported a drop in both revenues and subscribers in the fourth quarter of 2012. The broadband player reported revenues of USD311.2 million in the fourth... Read More
In a digitally connected world where people are increasingly avoiding human contact, Bienville, a $1.4 billion alternative asset manager, has found success by moving in a different direction. The... Read More
Sorry for being late with this update. Have you ever considered the idea that trying to avoid depressions encourages cronyism — the government favors the rich through QE and... Read More
