If interest rates rise, defaults will increase -- but the modeling shows a 2018 default model regardless . . .
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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.
In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Crypto Net-Nets. Here’s an excerpt from the episode: Q1 2021 hedge fund letters, conferences and more Image... Read More
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Whitney Tilson's email on Lakewood Capital's Anthony Bozza short pitch on Universal Insurance Holdings, Inc. (UVE) from the Robin Hood Investors Conference 2015, as we tweeted earlier Tilson on $UVE... Read More
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