Fully three quarters of Japanese government bonds are trading at negative rates, and this has led investors to flock to foreign stocks, including those in the US, a JPMorgan... Read More

SAGA Partners commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Annual Meeting & General Update We’re excited to host our second annual meeting on... Read More

Bronte Capital has racked up one of the most impressive performances of its hedge fund peer group over the past six years. From inception during the first-half of 2009,... Read More

The Fed was careful not to spook markets this week, providing guidance that another round of tapering didn’t mean the end of accommodative monetary policy anytime soon. This kept... Read More

The size of the average private equity fund hit $671 million in the second quarter of 2014, reflecting the fact that more capital is being invested in fewer managers,... Read More

Carlson Capital's Black Diamond Arbitrage Partners fund added 1.3% net fees in the first quarter of 2021, according to a copy of the firm's March 2021 investor update, which... Read More

Thailand has just had its fifth straight month of deflation with CPI falling to -1.3% year-on-year, and Societe Generale permabear Albert Edwards sees evidence of a broader Asian malaise... Read More

Carlson Capital’s Black Diamond Thematic, L.P. finished the first quarter of 2015 down -1.46% net, underperforming the fund’s benchmark. The fund suffered a similar underperformance during the first quarter... Read More

Lowell Capital Value Partners returned 7% for November, outperforming the S&P 500's total return of 5.6%, including reinvested dividends. For the first 11 months of 2022, the fund was... Read More

As legislators evaluate the Johnson-Crapo proposal to reform Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC), one... Read More