When speaking at the recent Grant’s Spring Conference at the Plaza in New York earlier this year, Paul Singer talked about his ideas for the next “Big Short”. In... Read More

According to Bloomberg, which cites data from the Commodity Futures Trading Commission, leveraged funds became net short US 10-year Treasuries at the end of May. This is the first... Read More

Stephen J. Errico the managing member of Locust Wood Capital started 2018 on a cautious note. As we covered earlier this year, in his full year 2017 letter to investors,... Read More

A report on FT.com says HSBC Holdings plc (ADR) (NYSE:HSBC) (LON:HSBA) is the latest UK bank mulling a spinoff of its retail and commercial banking operations through a share... Read More

As weeks of market volatility and dynamic fund flow movements culminated in the confirmation of QE tapering, investors guided funds back into equities focusing on DM equity funds in... Read More

Aided by core deposits and absolute level of interest rates, banks are more asset sensitive now than they were during the 2004-2006 interest rate hike cycle, notes Sterne Agee. Brett... Read More

As August moves into history and additional hedge funds are posting their performance during one of the more extended periods of volatility since 2008, trends in hedge fund performance... Read More

The 13th annual Invest for Kids is in the books, with many fresh ideas for stock picks. One of the presenters was Amir Mokari of Emerson Point Capital, who... Read More

David Tepper, founder of Appaloosa Management filed 13f with SEC today. Tepper was on CNBC's Squawk Box yesterday and talked about how bullish he is on the equity market... Read More

Every year Morgan Stanley chooses the stocks that it has the most confidence in for a one-year investment horizon and releases them as its Vintage Value portfolio. The bank’s... Read More