Meb Faber, CIO of Cambria Investment Management, says U.S. stocks are approaching the end of the bull run, with valuations becoming increasingly expensive. Meb Faber: Are US Markets Looking 'Bubble-ish'? Read More

Legendary hedge fund manager, John Paulson, who became famous after his short of subprime mortgages back in 2008, has just announced his fund will be shorting German government bonds.... Read More

And the winner is… Q3 2020 hedge fund letters, conferences and more SUMMARY Momentum has been the clear winner across markets in 2020 Value has been the laggard like in recent... Read More

After being mostly absent in 2017, volatility has made a comeback. The S&P 500 Index closed down for the first three months of 2018—the first time it’s done so... Read More

Amazon has no competition as far as the eye can see, says Bill Miller, LMM chairman, sharing his case for the e-commerce retailer. H/T Dataroma Amazon As A Value Play: Bill... Read More

Sovereign wealth funds have become increasingly active in the hedge fund space, with a steadily increasing allocation to the asset class, notes Preqin. In its June 2015 Hedge Fund Spotlight... Read More

Cook & Bynum Fund commentary titled, "A New Investment: Corporacion Lindley SA." Based in Lima, Corporacion Lindley SA bottles, distributes, and markets soft drinks, fruit juices, water, sports drinks,... Read More

Commodity Trading Advisors (CTAs) are one of only a few hedge fund strategies that performed well throughout the market selloffs of 2000-2002, 2008 and 1st Q of 2020.  Yet,... Read More

A Credit Suisse prime brokerage report notes that the “market malaise” spreading unease across markets “presents as more a valuation bleed than the risk-on/risk-off gyrations experienced last August and... Read More

Investors Adopt More Hands-On Approach to Advisors, Says J.D. Power Full Service Investor Satisfaction Study via JD Power Charles Schwab & Co., Inc. Ranks Highest in Full Service Investor Satisfaction The... Read More