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.
Nassim Taleb author of The Black Swan, Fooled By Randomness and Antifragile: Things That Gain from Disorder
The chances of informed action and prediction can be seriously increased if... Read More
Great individual wealth has been built through investment concentration, a JPMorgan report notes. But, as 2015 and 2016 has proven with concentrated portfolios from the likes of William Ackman's... Read More
Do odd lot trade execution orders indicate potential predatory behavior on the part of the trader? Potentially, according to a new white paper released by Credit Suisse.
Most stock trades... Read More
Can Austrian Theory Help Financial Prediction? by Peter St. Onge, Ludwig von Mises Institute
A panel discussion at the 2014 Mises University addressed the question of whether Austrian economics can... Read More
Worm Capital performance update for the month ended April 2020.
Q1 2021 hedge fund letters, conferences and more
Long/Short Equity Growth Strategy Net Performance
Long-Only Equity Growth Strategy Net Performance
**Returns over one... Read More
Ahead of a proxy showdown, activist investor Carl Icahn filed with SEC a fresh proposal to shareholders of Transocean LTD.
Carl Icahn's SEC Filing:
In his today’s SEC filing, Icahn remarked Transocean... Read More
Is the activist strategy spreading to traditional establishment investors such as BlackRock, Inc. (NYSE:BLK)?
Blackrock communicating its desires to AstraZeneca
BlackRock, Inc. (NYSE:BLK), the epitome of establishment institutional investing, may be... Read More
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Q3 2019 hedge fund letters, conferences and more
Investors lose massive amounts due to... Read More
David Miller at Catalyst Funds likes to see insider trading while Scot Billington of Covenant Capital Management embraces investment volatility to reduce risk. Both Miller and Billington have significantly... Read More
