Warren Buffett's decision to write $50 billion worth of European-style put contracts against major stock indices between 2004 and 2008 for $4.9 billion in premiums has previously drawn attention for the strange way they seem to have been priced, but now it seems that Berkshire Hathaway has stood by pre-crisis volatility predictions that no longer make much sense, which make the company’s exposure look smaller than it probably is.
Emerging markets now appear to be the most popular trade of the second half. Investors have been ploughing money into emerging market equity and debt funds over the past... Read More
Sign up for our free newsletter As promised recently we are updating/cleaning the investor resource pages on a regular basis. Last week we updated the pages of Edward Lampert and Bill Ackman, and this week we... Read More
Thanks to volatile oil prices leading to wide bid-ask spreads in the upstream space, the overall deal count in Oil and Gas M&A is on pace for a 40%... Read More
As the world moves to the “Internet of Things,” an interconnected world where cars, home, healthcare, entertainment and security, is all monitored and to a degree controlled remotely, Goldman... Read More
Eric Andersen and Robert Wallendorf, portfolio manager and director of research respectively at Western Standard Partners, have a portfolio objective in 2018. The Los Angeles-based long/short hedge fund, up... Read More
Long/ short equity hedge funds have been making a comeback in terms of inflows this year, but they have turned a corner. Investors who have been pouring money into... Read More
The Twitter parody account @GSelevator, which purports to detail conversations that take place on the Goldman Sachs elevators, now has a major book deal. According to a report from Financial... Read More
Perhaps the most well-publicized aspect of the The Baupost Group 2016 investment letter, which was passed around inside Wall Street media circles like hummas dip at an immigration party,... Read More
Russell Clark Investment Management was down 9.25% for September, although it is up 8.75% for the first nine months of the year. Losses occurred in both the long book... Read More
Electric vehicle sales were up 22.2 percent year on year for the first half of 2013, but total volume is still very low with just under 19,000 vehicles sold.... Read More
