Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks... Read More

After returning +0.7 percent in September, now up 7.3 percent year to date as of this report, Odey’s Odyssey Fund made material changes to their portfolio as Odey thinks... Read More

Croatia became the 28th member of the European Union at midnight on Sunday, passing a milestone in its recovery from war but anxious over the troubled state of its... Read More

ETFGI reports assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record high of 497 billion US dollars at the end of November 2016 LONDON — December 30, 2016 — ETFGI, the... Read More

Proprietary Access To Deals: 'Good Companies, With Bad Balance Sheets' by PitchBook PitchBook Dealmakers Column By Jay Lucas, The Lucas Group Most PE investors are highly reluctant to chase companies that are... Read More

Karen Shaw Petrou memorandum to the Federal Financial Analytics Clients on why Fannie Mae and Freddie Mac remain frightening. TO: Federal Financial Analytics Clients FROM: Karen Shaw Petrou DATE: October 23, 2015 Earlier... Read More

Nothing that global equity markets have rebounded 7% from the year's low point on February 4, a new investment letter from Societe Generale says equity markets could be overvalued... Read More

President Biden ran for office promising not to raise taxes on anyone earning less than $400,000. But a new analysis provides yet more proof that the president’s actual tax... Read More

Deutsche Bank AG (NYSE:DB) (ETR:DBK) kept billions of dollars of loans to other banks off its balance sheet by offsetting them with other assets even though the loans had not... Read More

Whitney Tilson email discussing China; activism's long road; hedge funds struggle; 2015: the year in charts; worst ideas for 2016; tax sleuth who took down a drug lord; George... Read More