Macro strategies have underperformed since 2008, but Ian Plenderleith, chairman of BH Macro Ltd argues that while other hedge funds are just investing to have something to do Brevan Howard has the right setup to take advantage of macro opportunities when they do start to show up again.
Valuation Of Precision Castparts Corp. (PCP) by Dr. David Kass, University of Maryland Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF.... Read More
Newfound Research is posing a profound question: Are investors notoriously poor predictors who consistently underestimate risk? The Boston firm issued a research note April 3 titled, “The Curious Case... Read More
Here is an excerpt from Reading the Markets on Lawrence Cunningham's Berkshire Beyond Buffett: The Enduring Value of Values followed by a little something on the book. Warren Buffett is... Read More
Warren Buffett's Berkshire Hathaway has just revealed the changes to its stock portfolio for the third quarter. The Oracle of Obama's conglomerate has a stock portfolio worth around $101... Read More
The US dollar rally will fade out during the second half of 2017 has Donald Trump fails to live up to expectations, that’s according to HSBC’s global currencies research... Read More
Hess Corp. (NYSE:HES) entered into an agreement with Direct Energy, Centrica PLC (OTCMKTS:CPYYY) (LON:CNA)’s North American Unit to sell its energy marketing business for $1.03 billion. The proposed deal involves Centrica... Read More
Following the Brexit referendum result, analysts at Goldman Sachs have trimmed their net income estimates for European banks by €32 billion and for U.K. banks by €10 billion for the... Read More
"Assets are priced for eternal delight and negative real interest rates lasting forever," Crispin Odey declared at the start of his December 2020 letter to investors of the OEI... Read More
Los Angeles-based hedge fund Canyon Partners doesn't see many opportunities in the current market. The firm, which has around $23 billion of assets under management, is "significantly underinvested" according... Read More
Higher Global Exposure Means Steeper Earnings Declines For S&P 500 Companies by John Butters, FactSet “This past quarter, the effects of currency movement were slightly less than expected with a... Read More
