Quantitative easing has not been a friend to Michael Aronstein, Chief Investment Officer at Marketfield Asset Management. Along with Joel Greenblatt, Columbia University professor and portfolio manager Gotham Asset... Read More

Transocean's Definitive Proxy - The $10m Dollar Footnote by Footnoted Over the years, we’ve come across a lot of interesting footnotes. So many, in fact, that those warnings made over... Read More

So far, this year has been good to oil and gold, and this has helped investors focusing on commodities. The oil rally witnessed last month seems to have made oil... Read More

Amid imports targeting the U.S. market and inventory destocking planned by customers, analysts at Bank of America Merrill Lynch trimmed their Q4 2016E US HRC spot price estimate by... Read More

Monitoring Morningstar fund flows, a Credit Suisse research piece notes increasing volatility where, on a year over year basis, healthcare has benefited while value might be found in industrials,... Read More

Two directors at JPMorgan Chase & Co. (JPM), who have received lackluster support from shareholders, resigned on Friday, the latest change in the aftermath of a multibillion-dollar trading loss... Read More

For now and the foreseeable future, New York will continue to be the leader of the financial sector. But as we have learned, you don't have to be on... Read More

With bond and equity markets stretched and “possibly the most elevated in aggregate… history,” a Deutsche Bank report takes a frank look at the potential for the next financial... Read More

Of all the investment themes there are, space is one of the most exciting. Over the past few decades, the space travel race has taken on a new form... Read More

Activist hedge fund Pershing Square is the top 20 hedge fund listed based on performance along with Paulson’s Recovery Fund along with two commodity traders at the top of... Read More