Armajaro Commodities Fund, flagship strategy of Armajaro Asset Management, had a turbulent month once again. The fund was down 2.46% in August, knocking its year-to-date return down to -3.8%,... Read More

Karen Shaw Petrou's memorandum to the Federal Financial Analytics Clients on whether sub-zero interest rates wreak havoc TO: Federal Financial Analytics Clients FROM: Karen Shaw Petrou DATE: February 5, 2016 Whether Sub-Zero Interest... Read More

In the coming months, we should see some action at RHJ International [Brussels: RHJI], which is a multi-year transformation story nearing its end. The activist investors didn’t succeed in breaking... Read More

Distressed asset hedge fund Canyon Value Partners was up 2.6% in the second quarter, bringing up the year-to-date gain to 5.2%. Canyon is not a generic investor In its quarterly letter,... Read More

Private Sector Risk Taking Will be key as the Fed starts to taper Last week the US Federal Reserve lifted short term rates by another quarter point, meeting analysts’ expectations.... Read More

As arguments get sometimes emotional over the issue of a cat going up or down stairs, do people have too much time on their hands? Read More

Buying gold miners? Here's what you should be aware of The gold trade has picked up some steam this year as investors look to protect themselves from any financial shocks... Read More

Hey! Contrarian Investors, Buy The Unloved 2016 by Russel Kinnel, Morningstar Picks in three categories for the contrarian investors. It's time for our annual "Buy the Unloved" report. This is a strategy... Read More

If you’re getting married in India, make sure you do your math homework. With India, China and the Pacific Rim increasingly becoming a hub for economic activity, a bride might... Read More

Every so often, hedge funds with job openings include them in their letters to investors, and we're starting to keep track of these jobs and will post them as... Read More