Farallon Capital Management LLC has filed its Form 13F, detailing its latest buys, additions, reductions, and closed-out stakes. Thomas F. Steyer is one of the two co-senior management professional... Read More

Not very long ago, Petrobras was offering (anyone foolish enough to buy) 100 year bonds. How much can change in less than a year! Extremely low crude oil prices continue... Read More

Prepared by: Broyhill Asset Management, LLC Kennedy Wilson Holdings (NYSE: KW)   Who is Kennedy Wilson?   Founded in 1977, Kennedy Wilson (KW) has grown from a small auction business into a vertically integrated real... Read More

Horseman Global, the hedge fund branded by Zerohedge as the "world's most bearish hedge fund" lost -2.68% for investors for the month of July. Year-to-date the fund has returned... Read More

Discussing David Tepper's cautious remarks on the market, with legendary stock picker Leon Cooperman, Chairman & CEO of Omega Advisors. Leon Cooperman 'reasonably fully invested' Transcript my first reaction is opinions are... Read More

Say what you will about progressive proposals to forgive all student debt or provide free college, at least we know what they intend to accomplish. Q1 hedge fund letters, conference,... Read More

London Value Investor Conference Notes 2016: Marks, Eveillard, Montier - MArketFolly has a great summary below are links - Howard Marks (Oaktree Capital) presentation - Jean-Marie Eveillard (First Eagle) presentation - James... Read More

Research out from BCA|Edge points to a portfolio allocation strategy that in some cases ignores the sprinkling of economic wisdom recently dispensed by well-known hedge fund and asset managers. In... Read More

Warren Buffett took the helm of Berkshire Hathaway in 1964, when its book value per share was $19.46 and its intrinsic value per share was far lower. Today, its... Read More

Both mean reversion and short term trend following find a home as the ending of Federal Reserve quantitative easing drives trend in volatility Read More