Hedge fund alpha? What Alpha? Clearly not in long / short hedge funds in January and February.
A Credit Suisse report this morning noted an odd feat: The underperformance of the top 50 longs and shorts set a three year record in futility. Both long and short positions are under-performing in February, the report noted, which hasn’t happened since January 2013.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Federal Reserve Bank of St. Louis President James Bullard spoke with Michael McKee and Tom Keene on Bloomberg TV and Bloomberg Radio this morning. He discussed Fed policy, the... Read More
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life and Marketwatch.com Dropbox is set be the biggest tech IPO since Snap (SNAP). Is the market hungry... Read More
What Jim Chanos Is Telling His Clients About China Right Now see more insight from Linette Lopez of Business Insider A few points Jim Chanos hit: Chinese President Xi Jinping has... Read More
This is the final part of a ten part series on Seth Klarman, value investor and manager of Boston-based Baupost Group. Parts one through nine can be found at... Read More
The World Cup Security Team in Brazil needs a lesson in internet security. FIFA World Cup Security Chief Luiz Cravo Dorea reveals his password to the world As a sophisticated surveillance... Read More
In volatile markets, institutional investors position hedge fund exposure accordingly, but are not entirely satisfied in some alternative sectors. With the risk-on again, risk-off again relationship in the stock... Read More
Sir Martin Sorrell, CEO at WPP, joined Bloomberg Television's Bloomberg Surveillance today to discuss the industry impact of the Comcast Corporation (NASDAQ:CMCSA)-Time Warner Cable Inc (NYSE:TWC) deal, which was... Read More
As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've updated the pages for Michael Steinhardt and Mohnish Pabrai. We do not post... Read More
Via David Bianco, Priya Hariani, Ju Wang of Deutsche Bank on the improving conditions of S&P 500 (.INX) pension funds. S&P 500 pension situation update: Deficits are fading and may... Read More
Two investors have been charge with insider trading related to a 2009 purchase of stock a company International Business Machines Corp. (NYSE:IBM) acquired. IBM acquired the IT services firm... Read More
