The Ideal Environment For Overnight Gap Risk Q1 hedge fund letters, conference, scoops etc The US equity market is back to all-time highs. Or, has it really gone nowhere for... Read More

As the Paris climate summit heats up, with a key issue being reduction of worldwide coal consumption, Morgan Stanley and Wells Fargo have joined with other large banks to... Read More

Norman Crighton, Chairman of Weiss Korea Opportunity Fund Ltd (LON:WKOF) reviews the first annual report of the company. For some background see Whitney Tilson's excellent analysis of value in Korean Prefs Weiss... Read More

Key Points Attractive investment opportunities can still be found in the real estate sector today, despite wide consensus that risks are rising as the U.S. economic expansion and commercial... Read More

CFOs are more confident that the global economy is improving than they were a year ago according to a quarterly CNBC Global CFO council poll, with 63% saying that... Read More

In this post, there are two factors that I will address: 1) Quality 2) and Price. In the investment world, there’s a lot of talk about quality and not... Read More

How to Know if Buybacks Will Work - Todd Sullivan of Rand Strategic Partners Read More

With just 50 days left until Greece’s March 20th bond series repayment of $18.5B becomes due, the future of the Eurozone remains unclear.  The unofficial deadline for reaching an... Read More

In this Q&A, Sir Michael Hintze, Chief Executive and Senior Investment Officer of CQS, presents an update on the risks and opportunities he sees in markets in 2017 and... Read More

The post was originally published here. Highlights: Semiconductors are the next battleground of US-China tech war Backed by Chinese gov’t, but facing tough competition Aggressive expansion requires heavy investments Download the full... Read More