Nobel laureate Robert Shiller is famous for the cyclically adjusted price earnings ratio (Cape), which he used to predict the dotcom bubble. Alain Bokobza, of Societe Generale, argues to... Read More

After the US Presidential election, decided trends took place among institutional investors in the financial sector. With financial stocks up nearly 6% year to date adding to strong November... Read More

Despite the recent S&P 500 rally, stocks are still cheap relative to bonds, that’s the key takeaway from a research note out today from Bank of America Merrill Lynch,... Read More

As we move into times of inflation, what do you need to know to direct your portfolio for the future? A look at the forces at play provides insight.  It... Read More

Whitney Tilson's Kase Capital March Investor presentation OBJECTIVE              Produce superior long-term absolute and relative returns over multiple market cycles. Long-term target: Net returns of 15%+ per annum. Short-term target: Exceed S&P 500... Read More

Kenneth Griffin's Citadel Group L.L.C, on Friday, July 26, acquired over 35,000 shares in ON Semiconductor Corp. (NASDAQ:ONNN) to add to its 5.1% stake in the semiconductor components manufacturer. The hedge fund... Read More

A Martin Shkreli musical is planned to wade into the life of the price-popping pharmaceutical industry buy-out artist who famously thumbed his nose at Congress on his way to... Read More

Regal Funds Management's Atlantic Absolute Return Fund gained 0.7% in August for a solid return against most global indices, which declined during the month. The ASX 200 Accumulation Index... Read More

Today's investors have to walk a tightrope over an uncertain market environment, Seth Klarman opines in his year-end 2019 letter to investors. Q4 2019 hedge fund letters, conferences and more In... Read More

Yuan For The Money... by AdventuresInCapitalism So, I’m chatting with my good friend “Man in Black” and he lets me in on a bit of a chart secret; the Chinese... Read More