A Bridgewater strategy document reviewed by ValueWalk shows the importance of leverage in the U.S. economy and how certain players are keeping an eye on all developments in this realm.
The report first addresses how the government successfully avoided a near term debt entanglement in the aftermath of the 2008 derivatives crash, but then points to a problem down the road.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP)Â has backed out of a proposed Irish tax inversion with Italian firm Cosmo Pharmaceuticals S.p.A (SWX:COPN), taking a $25 million hit in the process, but also... Read More
Mittleman Brothers Investment Management commentary for the third quarter ended September 30,2018.
Q3 hedge fund letters, conference, scoops etc
Dear Investors,
I’ve had conversations with some of you recently that lacked the... Read More
Michael Karsch, founder and portfolio manager of Karsch Capital with $1.8 billion under management, talks about the mania of safe stocks that has infected Wall Street, in a Q1... Read More
Founded by Mario Gabelli back in 1976, GAMCO Investors, which now manages some $40 billion, is a traditional value firm. The asset manager is seeking companies valued in public... Read More
Seth Carpenter’s charmed life may have hit a temporary roadblock. With a Ph.D from Princeton – having worked under the tutelage of former Federal Reserve Chair Ben Bernanke –... Read More
ptdh / Pixabay
Dear Partners and Colleagues,
Alluvial Fund, LP returned -0.9% in November, compared to 3.6% for the S&P 500 and 4.1% for the Russell 2000. Year-to-date, Alluvial has returned... Read More
Being arrested on cocaine and DUI charges in the Hamptons after a head on 3AM collision doesn't help when trying to retain assets under management in a hedge fund.... Read More
When a high profile trader or firm is struggling is when they typically receive the most unsolicited advice.
As CNBC struggles to regain its lost ratings glory, particularly among younger... Read More
Seventeen states increased their minimum wages in 2014. Most of the changes happened early in the year, starting with New York increasing its minimum wage from $7.25 to $... Read More
Tesla stock hit a major milestone on Tuesday, passing $300 a share for the first time since the company went public. The company also became the most valuable U.S.... Read More