In a world where a drop in US treasury rates to record lows and growing probabilities surrounding even more “unconventional” monetary gymnastics in Japan – rumored to be toying... Read More

These days, it’s all about Asia… Q1 hedge fund letters, conference, scoops etc sasint / Pixabay It’s hard to come across a company that isn’t connected to Asia one way or another…... Read More

Trade With China Is Great For Low-Income Americans by David R. Henderson, Foundation For Economic Education Trade With China - Cheaper Goods Help People with Less to Spend In a recent... Read More

Online brokers like Robinhood Markets Inc. and crypto assets might get the headlines, but the Securities and Exchange Commission’s parallel effort to drag private-equity firms and hedge funds out... Read More

Here’s a great video with Stanley Druckenmiller at Real Vision discussing the impact that algorithms are having on his investing strategy saying: Get Our Icahn eBook! Get The Full Carl Icahn... Read More

Resistance is futile, a Bank of America Merrill Lynch report noted. Based on the European Central Bank’s corporate sector purchase program – buying corporate bonds – free markets are... Read More

Oakmark Select Fund commentary for the second quarter ended June 30, 2016. H/T Dataroma The Oakmark Select Fund was up 3% for the quarter, ahead of the S&P 500’s 2% return. ... Read More

As growth stocks such as Alphabet, Microsoft, Facebook, and Apple dominate the headlines, it is easy to overlook the more traditional classes of Investments such as real estate investment... Read More

The “euro experiment” was falsely marketed by participants on both sides and, with Greece as the leading example, membership in the EU society should ultimately revert “to include only... Read More

As the low volatility and generally noncorrelated hedge fund Birch Grove Capital's Credit Strategies looks across the market panoply, volatility is the watchword. The hedge fund, with a Sharpe... Read More