Looking at the macro market picture, Panayotis “Takis” Sparaggis, chief investment officer for the multi-billion dollar New York based hedge fund, Alkeon Capital Management, sees that “major segments of... Read More

Bloomberg has hired former International Business Machines Corp. (NYSE:IBM) CEO Samuel Palmisano in an independent advisory position to deal with the company's burgeoning privacy problems. Last week it became clear... Read More

China's Loans-To-Bonds Swap Program by Andy Rothman, Matthews Asia China has begun a program designed to clarify the size of its local government debt burden and reduce its financing costs.... Read More

Will Elliott Management accept a 300 percent profit on its Argentina bond investments or will they hold out for a 1,600 percent profit? As 2014 turns the page to 2015,... Read More

13D Monitor Conference Notes from yesterday's 13D Monitor Active-Passive Investor Summit : Smith, Hilal, Garden, Robbins, Drapkin, Cunningham and more - slightly informal - please excuse! Also, stay tuned for more coverage... Read More

Europe's emerging economies back on track (via AFP) Central and eastern European countries have escaped most of the turmoil that has recently lashed emerging economies as they have been shielded... Read More

It's still early, but so far this year is turning out to be one of reversals. Between an uneasy Federal Reserve, weakening economic data and ongoing trade tensions, investors... Read More

Carl Icahn thinks there is a junk bond bubble, and he’s not alone. As he gave another investment warning, he also called corporate governance “totalitarian state.” Speaking on activism, the... Read More

UK banks’ cumulative net mortgage lending reached £13.8 billion for 11 months to November 2013, 24% higher than the same period in 2012, notes Citi in its recent research... Read More

2018 is set to be a landmark year for central banks. For the first time since the beginning of the financial crisis, all three of the world's most important... Read More