“Modern mining executives have no appreciation of gold’s unique characteristics, so they treat it as a base metal” that’s according to Daniel Oliver, research analyst at Myrmikan Research who... Read More

IN THIS EDITION A VICIOUS CYCLE Economic data the world over indicate that a global economic slowdown is well underway. Central banks have already responded with fresh stimulus, as anticipated by... Read More

The Senate did a late Friday night dump of a huge amount of emails related to Valeant Pharmaceuticals (VRX) and its investigations. We are sifting through the documents but wanted... Read More

Europe Funds After several months of steady flows into equity funds, and the S&P 500’s streak of record high closes, the Bank of America Merrill Lynch Bull Bear indicator... Read More

The Laurium Limpopo African Equity Fund was up 1.02% for the first quarter, including returns of 3.85%, 1.4% and -3.91% for January, February and March, respectively. Q1 2021 hedge fund... Read More

Detroit’s bankruptcy has the potential to reshape municipal bondholders' assumptions as Emergency Manager Kevyn Orr pushes further than most investors expected, but the upheaval has also created some interesting... Read More

Bronte Capital has racked up one of the most impressive performances of its hedge fund peer group over the past six years. From inception during the first-half of 2009,... Read More

Perhaps the most well-publicized aspect of the The Baupost Group 2016 investment letter, which was passed around inside Wall Street media circles like hummas dip at an immigration party,... Read More

Sunedison Inc (SUNE)  and its unit TerraForm Power Inc. (TERP) unveiled Monday their decision to acquire Vivint Solar Inc. (VLSR), in a deal valued at about $2.2 billion, including... Read More

Continued from part one…. The interview then moved on to discuss other market indicators. The divergence between the Dow Transports and Industrials, for example, as well as bullish sentiment in... Read More