It was a little note in a Greenwich study that raised a fascinating topic for those interested in market structure. When evaluating causation of dwindling volume in European fixed-income... Read More

When Peter Berezin, Chief Global Strategist at BCA Research, looks at three largely non-consensus megatrends shaping society, he doesn’t engage in “happy talk,” as he describes it. He sees... Read More

Lombard Odier Investment Managers' 1798 Credit Convexity Fund was up 31.44% for the first quarter, with most of that gain coming during March. The fund was up 26.77% for... Read More

If the current era can be best benchmarked it is by its odd and, at times, logic-defying feats. This includes negative interest rates, teleportation advances in China and the... Read More

Hedge funds sustained a bad run in the March-April period as markets abruptly reversed course. Bramshott Capital, a London-based equity long / short fund, saw a 5.2% decline in... Read More

Throughout this ten-part series, I’m looking at the life and times of Carl Icahn, how he started on Wall Street, his most famous and infamous trades, his transition from... Read More

The aftermath of the Allergan divestiture and acquisition event is currently being digested by Wall Street, because the repercussions are likely to be larger than just the single day news. The... Read More

As the Financial Times points out today, 2015 has been a tale of two shipping sectors. On one hand, dry bulk shippers are reeling as rates for the transportation... Read More

Q1 2021 hedge fund letter database is now up. This page is updated frequently, VERY FREQUENTLY. For example in Q4 2020 we updated the database 387  times, which means... Read More

This is part five of a series on investing in a volatile market. Click here for part one on creating a financial roadmap; click here for part two on... Read More