PivotalPath has released their monthly report, the Pivotal Point Of View, which measures performance among more than 2,400 institutionally-relevant hedge funds, as well as 40+ different hedge fund strategies... Read More

As 2013 begins we thought it would be interesting to look at market valuations in the Euro-zone, as well as some major stock markets outside  Europe. The MSCI Europe... Read More

Further Statistical Debate On 'Too Much Finance' William R. Cline Peterson Institute for International Economics October 23, 2015 Peterson Institute for International Economics Working Paper No. 15-16 Abstract: This paper evaluates recent findings... Read More

Finding Fortune: How Do Institutional Investors Pick Asset Managers? Gregory W. Brown University of North Carolina (UNC) at Chapel Hill - Finance Area Oleg Gredil Tulane University -- Finance Area Preetesh Kantak University of North... Read More

We are seeing reflation in China but will it lead to any real growth? Probably not, says one big bank. The reflation theme has been a key driver of equity... Read More

Navistar International Corp (NYSE:NAV), the Lisle, Illinois commercial truck maker, saw its shares rise on Friday by over 16 percent, and continue to rise Monday, on news that Carl Icahn... Read More

I sometimes joke around with my friends about how I should write a book on how I grew up in a wonderful church community, meditated regularly, took long pensive... Read More

After talking a child-like nursery rhyme approach to his latest investment theme, comparing central bank leaders to famous characters in children’s fables (Janet Yellen was Little Miss Muffet), Bond... Read More

Before I start this evening, I want to mention three old articles that I have written on personal credit issues. Now some of my articles on having enough cash... Read More

Jeffrey Gundlach spoke at The 10th Annual Strategic Investment Conference on the topic of why own bonds at all (see Kyle Bass full speech here). When asked that question, “Why... Read More