Managed futures CTAs have cooled on bonds, a JPMorgan asset allocation report notes, while something of note is occurring in duration. Emerging market bond flows are beginning to show... Read More

iBillionaire is kicking off 2015 with the launch of two new products – the iBillionaire High Dividend Index and iBillionaire 2.0 for mobile. It’s also adding new billionaires into... Read More

At the beginning of October, in one of its "Daily Observations" newsletter, Bridgewater Associates weighed in on the state of the M&A market, asking the question, "where are we... Read More

In the first quarter of 2019, the total private and public debt of the United States hit a record $70 trillion, raising concerns about the possibility of widespread defaults.... Read More

Value Invest Financial Advisor Dick Burridge is finding attractive opportunities in foreign stocks, including Japanese micro caps, and avoiding bonds. Read More

Cerrano Capital, the $750 million hedge fund launched at the end of last year had a solid fourth quarter. According to the firm's fourth quarter, and first full quarter... Read More

Booth-Laird Investment Partnership's analysis on Genworth. About Booth-Laird Investment Partnership Approach to investing: Out-of-favor stocks that are mispriced due to uncertainty or fear, misunderstanding or obscurity Conduct significant due diligence to overcome those... Read More

The Securities and Exchange Commission has proposed raising the reporting threshold for 13F filings from $100 million to $3.5 billion. If that proposal becomes reality, it would mean a... Read More

Terming returns from equities and fixed income over the past 30 years as a “historical anomaly,” the McKinsey Global Institute forecasts that average returns for equities and fixed income... Read More

Why Did Sponsor Banks Rescue their SIVs? A Signaling Model of Rescues H/T John Carney Anatoli Segura Bank of Italy Abstract: At the beginning of the past financial crisis sponsoring banks rescued... Read More