Clients of Bank of America were buys of stocks for the second consecutive week last week, although while the over trend was net buying, some sectors saw heavy selling. Interesting,... Read More

Corsair Capital Management released its Q2 2018 letter to investors this week. The firm's funds were essentially flat for the quarter, with Corsair Capital returning a gain of 0.1%... Read More

The Syria crisis, and the likely response of the United States, dominates the headlines again today, and the markets are taking notice. President Obama hosted a meeting with Congressional... Read More

As the up-again, down-again stock market exhibits some of its highest rolling monthly standard deviations in recent history – sharply contrasting the almost absurdly low volatility that was manufactured... Read More

Detroit’s decline from Motown to the largest municipal bankruptcy in US history is long, extending back to the 1960s, but former mayor Kwame Malik Kilpatrick was the straw that... Read More

The reinsurer business is an interesting one. Investors buying the equities are betting that major disasters will not happen, or at least not happen at a great enough scale... Read More

Quant hedge funds are being caught out by new lease accounting rules brought in at the beginning of this year, that's according to a research note published earlier this... Read More

As hedge fund manager Bill Ackman sunk into a thick steak at Del Frisco’s Double Eagle Steakhouse in midtown Manhattan last June, he looked at the information-hungry hedge fund... Read More

Bridgewater, known as a master of the relative value investment, appears to be operating right out of a quantitative play book as the portfolio is positioned for 2015 There are... Read More

With a weekend vote in Greece potentially triggering a derivatives default, one that banks and Larry Summers have indicated they are prepared for (“foam is on the runway,” Summers... Read More