Analysts at Nomura advise Overweight positions in the Industrials and Technology sectors, as they are exposed to an anticipayed pick-up in corporate capital expenditures. Michael Kurtz and team at Nomura... Read More

While many hedge funds struggled mightily in the third quarter, with some of the largest names in the industry posting double digit losses, the $27 billion under management at... Read More

Interest Rates And The Bond Market: Why You Should Care by Brad McMillan, Commonwealth Financial Network Over the past couple of days, the bond market has had a bit of... Read More

Enrique Abeyta's presentation on Anheuser Busch Inbev at the Kase Learning conference on short selling, 5/3/18. Pexels / Pixabay Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial... Read More

While it’s easy to read too much into 13Fs, the time delay and the single snapshot after a quarter of activity make them hard to interpret, they’re still one... Read More

I saw this bombastic post the other day – my first instinct was that it was false – it just seems odd and too sensational to be factually correct. However,... Read More

Hedge funds have been shorting more or less the same names for the past several months, but a few new companies have gathered accelerated interest from shortsellers over the... Read More

Bloomberg is reporting that Actavis plc (NYSE:ACT) is in talks to acquire Allergan, Inc. (NYSE:AGN) for a price north of $200 per share.  Allergan is said to want over $210... Read More

Over the years, Bridgewater's "Daily Observations" research notes have built a reputation for their unparalleled and informative views on the macro economy. But Bridgewater's research notes aren't just focused on... Read More

Are there any companies out there that can take on Amazon? Infamous short-seller Marc Cohodes believes there's one: Overstock.com. At the Fall Grant's investment conference, Cohodes presented his long case... Read More