In a speech October 14, US Federal Reserve Chair Janet Yellen indicated a high pressure economy, one tolerant of elevated inflation, may be the only way back from the 2008 financial crisis. Why would the Fed open its mind to higher inflation in advance of a potential December rate hike? While that a “hot” economy benefits an often overlooked and currently angry demographic, a Goldman Sachs report raises the question: will the economic benefits be long lasting?
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.
Warren Buffett Seminar 5/5/1978 at Stanford Graduate Business School-Prof. Jack McDonald via CSInvesting
The game of making money in the stock market is deceptively simple. It is one of the... Read More
Recent Advances in Hedge Funds' Performance Attribution: Performance Persistence And Fundamental Factors
Dimitrios Stafylas
University of York - The York Management School
Keith P. Anderson
The York Management School
Muhammad Moshfique Uddin... Read More
Jim Chanos, founder and managing partner of Kynikos Associates, discusses China, the energy sector and Tesla Motors Inc (NASDAQ:TSLA) while speaking to WSJ's Liam Denning at WSJ's Heard on... Read More
Dollar Net Short, USD long not s hot anymore - Deutsche Bank's investor positioning and flow data points to a divergent flow of funds in the U.S., Japan and... Read More
This comes shortly after Facebook spent another $1 billion to buy the photo sharing application company Intagram, which according to analysts has no revenue. Facebook, one of the largest... Read More
ETFGI reports ETFs/ETPs listed in the United States gathered record inflows of 47 billion US dollars and assets reached a new high of 2.758 trillion US dollars at the... Read More
If you are a business owner, you can definitely understand that operating in a local market is significantly different from running your business in a global environment. Global market... Read More
Historically, Apollo Global has been known as the king of distressed investments for its track record of taking distressed assets and turning a profit on them. However, the pandemic... Read More
Top bond manager Michael Buchanan explains why he and the award winning Western Asset Management team are finding the best opportunities in unpopular areas.
Michael Buchanan: Unpopular Opportunities
Newsletter
They say that... Read More
A confidential strategy document from Balyasny Asset Management notes an interesting benchmark in U.S. Federal Reserve history: Fed insiders attending an elite event in Jackson Hole, WY, typically accustomed... Read More
