Net interest margin, net interest income, bank spread and Return on Equity (ROE) - Important metrics to evaluate banks for growth investors and value investors Q2 hedge fund letters, conference,... Read More

High Frequency Trading (HFT) is the opposite of human liquidity providers in a trading pit and HFT is in large part responsible for the August 24 market crash, J.P.Morgan’s... Read More

We reported yesterday, that Bill Ackman filed a 13D with the Securities and Exchange Commission (SEC), whereby it requested General Growth Properties Inc (NYSE:GGP) to put itself up for sale. Ackman,... Read More

On Tuesday morning, one of the news stories to kick things off included Facebook's $1 billion acquisition of Instagram. The announcement came through Facebook CEO Mark Zuckerberg's Facebook page... Read More

There’s no asset class too much money won’t spoil. ~Barton Biggs via A Hedge Fund Tale of Reach and Grasp Q2 2020 hedge fund letters, conferences and more Good morning! In this... Read More

Larry Robbins of Glenview Capital Management likes hospitals, unlocking eBay Inc (NASDAQ:EBAY)’s value and he briefly explained two new investments in Teradyne, Inc. (NYSE:TER) and Cadence Design Systems Inc.... Read More

We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong Q1 hedge fund... Read More

Level Global, David Ganek talks about insider trading charges at Delivering Alpha Conference - VERY ROUGH notes below   Level Global, David Ganek You really had to question the incentives of this... Read More

With global equity markets pushing to new highs around the world, analysts at Jefferies set out last month to gauge how cheap or expensive the equity markets really are,... Read More

Cerrano Capital, the $750 million hedge fund launched at the end of last year had a solid fourth quarter. According to the firm's fourth quarter, and first full quarter... Read More