As the likelihood of Greece exiting the euro keeps going up, hedge funds that had been attracted to low equity prices and high yields in the past few years will have to manage the fallout (or those that haven’t already left, anyhow). In its weekly brief, Lyxor Asset Management takes stock of its Greek exposure and decides that its positions are ‘moderate and reasonably hedged’.
Barron's Roundtable member Meryl Witmer makes the case for Wyndham Worldwide Corporation (NYSE:WYN), and explains what Wall Street has missed. Meryl Witmer's Top Stock Pick For 2014 Read More
Corsair Capital Management is having a good 2017. For the third quarter ended September 30, 2017, Corsair Capital was up an estimated 3.8% net, bringing 2017 performance to 9.3%... Read More
Assets around the world are at peak valuations, according to Deutsche Bank, which released its annual Long-Term Asset Return Study a few days ago. Get The Full Warren Buffett Series in PDF Get... Read More
In Bridgewater Associates second research note on risk parity in the month of September alone, Ray Dalio and his crew felt the need to explain the concept once again... Read More
There are three things all companies need, effective capital allocation, "good" shareholders and meaningful communication with stakeholders, according to a recent presentation by Philip C. Ordway, the managing principal... Read More
Robert Shiller, a professor of economics at Yale University, talks about the prospect of investing in Greek stocks, the outlook for the euro and the U.S. housing market and... Read More
Black Bear Value Fund performance update for the month ended August 31, 2019. Q2 hedge fund letters, conference, scoops etc Dear Partners and Friends, The Fund returned -6.1%, net, in August. YTD +0.2%,... Read More
Eddie Lampert' latest blogpost is titled Turnarounds and Transformations, the text can be found below. At Sears Holdings Corp (NASDAQ:SHLD)’ annual stockholders meeting this week, we talked a lot about the... Read More
Submitted by Adrian Ash, Bullion Vault on Mon, 07/04/2016 - 13:50 SILVER TRADING sent prices shooting higher overnight Monday, touching 2-year highs above $21 per ounce as Asian stockmarkets also... Read More
Deflation or inflation? That has been a question many have debated, but it appears that deflation has been the problem. Despite massive Government spending and Fed activity, inflation has... Read More
