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.
Interview With David Scher And Chris Lahiji, Discussing The LD Micro Index by Fred Rockwell, The Bulldog Investor
In this episode we interview David Scher and Chris Lahiji of LD... Read More
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life.
[REITs]
Q2 hedge fund letters, conference, scoops etc
One of the biggest risks to a short thesis is what we call “stupid... Read More
How the company works with its insurance business and why it’s affecting its financial statements? Is the firm’s accounting incorrect? Is it fraud?
Q2 hedge fund letters, conference, scoops etc
General... Read More
Texas Instruments Capital Management Strategy: Grow, Generate And Return
Grow, generate and return
Texas Instruments is in a unique class of companies: able to grow, generate and return cash to shareholders... Read More
Charlie Munger presided over Daily Journal’s annual meeting on February 14th, Valentine’s Day, perhaps to ensure that only the most dedicated adherents choose to attend. Charlie is known for... Read More
Balyasny Asset Management's Atlas Strategy returned less than 1% for each of its funds for December. Atlas Enhanced was up 0.7% net or 0.64% for the tiered class, while... Read More
The past few days have not been kind to the S&P 500 and emerging market indexes.
Emerging markets have tripped up again and their political and currency woes are said... Read More
Most investors have double-digit return expectation from their holdings over the next five years despite Wall Street consensus that the market is overvalued.
According to a study conducted by asset manager... Read More
An August 9 filing, by Mason Hawkins’ Southeastern Asset Management, Inc., discloses the purchase of over seven million shares in Willis Group Holdings PLC (NYSE:WSH), a leading global insurance broker. The... Read More
The following is a synopsis of what the larger professional institutions and their research departments are expecting for 2020; via Market Cycle Wealth Management.
Q3 2019 hedge fund letters, conferences... Read More
Exclusive Database On The Hedge Fund Industry.
The top resource for hedge fund letters since 2011.