China Shakes The World... Again by Evergreen Gavekal “When written in Chinese, the word crisis is composed of two characters. One represents danger and the other represents opportunity.” – President... Read More

JAM Partners was up 0.2% for the second quarter, bringing its return for the first half of the year to -16.3%. The S&P 500 gained 20.5% during the second... Read More

The previous year was rife with global political surprises. These cycles have become microcosms of a much larger global theme: politics are now increasingly a place for the “have... Read More

Central bankers are an “overconfident” group, notes Societe Generale’s outspoken and perma-bear analyst Albert Edwards, who thinks that central bank ultra-loose money policy proved “ruinous” in 2008 and he... Read More

After speculation that bears had their way with J.C. Penney Company, Inc. (NYSE:JCP)'s stock, comes news that the retailer’s debt also faced similar shorting by Marathon Asset Management, a... Read More

The latest US Federal Reserve data confirms a decided 2017 trend: Stock buybacks are generally trending down.  The latest data from the Fed confirms several data points, including that... Read More

European equities, after digesting S&P’s downgrade of France, had to contend with rather tepid GDP growth during the third quarter. The European Union’s statistics office said GDP of the... Read More

Asia-focused and -based hedge funds both see proportional launch figures fall, as fund managers turn towards a global focus. Also see   Q3 2016 hedge fund letters China Shuts 10000 Hedge Funds Amid... Read More

There has been a shift in sentiment towards a re-leveraging amongst corporates according to Bank of America Merrill Lynch’s “Situation Room” credit report. According to the report, which draws... Read More

Steve Romick on sears Canada play amid retail woes Since inception in June 1993, Steve Romick’s FPA Crescent Fund has returned 10.4% annualized Vs 7.0% for the MSCI World Index,... Read More