Earlier this year, hedge fund consultant Don Steinbrugge was recommending that his clients get ready for volatility and had adjusted his stable of hedge funds his firm represents. Now the founder and managing partner at Agecroft Partners has his eye on a noncorrelated strategy with a mathematical bent: the re-insurance industry.
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.
Here’s your latest Friday Macro Musings. As always, if you come across something cool during the week, shoot us an email at [email protected] and I’ll share it with the group. Q3... Read More
Long thesis on Morgans Hotel Group Co. (MHGC). Executive Summary The assets that Morgans Hotel Group currently own are worth around $22.15 per share: Read More
Seth Golden, the $12-million-dollar man who transformed from a mild mannered Target logistics manager to become a short volatility trading superhero recently featured in the New York Times, is... Read More
To many outside observers, the American International Group Inc (NYSE:AIG) trial seems like a fight among elites where the sides are indistinguishable. AIG an example of big bank controllers To astute... Read More
Watch the Michael's Stores (MIK) short presentation by Keith Rosenbloom of Cruiser Capital at the Kase Learning Shorting Conference, 12/3/18. Q4 hedge fund letters, conference, scoops etc Michael's Stores (MIK) short... Read More
Economic theory says that “green” stocks – those of companies with a low carbon footprint – should underperform “brown” ones. But in recent years that has not been the... Read More
The following interview was first published in the winter 2015 issue of the Graham & Doddsville investment newsletter. Andrew Wellington co-founded Lyrical Asset Management (LAM), a New York-based boutique investment... Read More
The Securities and Exchange Commission has announced a new general council, according to a regulatory statement from the regulatory agency today. Geoffrey F. Aronow was appointed to the position... Read More
With $74.9 billion in net worth, Bill Gates is once again the richest person on planet Earth, according to Bloomberg. The news outlet's latest list of the world's richest... Read More
The US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US dollar has found itself... Read More
