Whitney Tilson in his email discusses Citron's short report on Monster Beverage Corporation (MNST);  He also attaches JHL Capital's presentation on Conglomerate Boom 2.0 - Valeant (VRX). Whitney Tilson Whitney Tilson... Read More

Sometimes I have to remind myself how good we Americans have it because—let’s face it—there is a lot of bad news out there, particularly on the economics front. Inflation, which... Read More

Saber Capital Management annual letter to investors for the year ended December 31, 2017. Dear Investment Partner: In 2017, our portfolio gained 30.7% gross, or 25.3% net of all fees. The... Read More

Paul De Grauwe, a professor at the London School of Economics, told Tom Keene on "Bloomberg Surveillance" today that the euro area is at risk because "so many big... Read More

Visitors to “WallStreetBets,” the Reddit forum where “YOLO” is the war cry are used to making and watching traders take high risk, high reward bets on stock prices. These... Read More

Lyxor report shows hedge fund continue to climb but their primary performance driver year to date, CTAs, take a breather as trends stumble Read More

This is a very good in-depth piece on George Soros' most famous trade small excerpt below from Priceonomics The market expected that Britain would have to devalue its currency and... Read More

The stock market started with a bang this year with the S&P 500 index at first climbing +3% in January before ending with a whimper and a monthly decline... Read More

Is this the calm before the storm? Alan Ruskin, foreign exchange analyst at Deutsche Bank, believes it is. In a note penned by Ruskin and published today, the analyst opines that... Read More

Issue XIX of Graham & Doddsville Newsletter, Columbia Business School's student-led investment newsletter, co-sponsored by the Heilbrunn Center and the Columbia Student Investment Management Association is now out. This... Read More