Part of Carl Icahn’s message is getting through to investors, but it might not be the message Icahn wanted to get through. A new study released by Bernstein research shows... Read More

Overall market volatility is engaged in an interesting divergence pattern, a research piece from Credit Suisse observed yesterday, with market correlation overlaps that investors and traders might want to... Read More

  Back in the heady days of 2009, when America was beginning to come to terms with the financial crisis and the dark mathematics used by some of the finance... Read More

The Labor Department released its weekly initial and continuing unemployment claims yesterday.  Overall, the Department’s figures paint a picture of a recovered economy, with initial seasonally adjusted claims sitting... Read More

A Bank of America Merrill Lynch survey finds rapid changes in sentiment as nearly everyone wants to shift investments from the US to Europe Read More

The Dogs of the Dow have underperformed the Dow in 2019 and so far in 2020. This has set the stage for outperformance going forward. The yield structure... Read More

Alluvial Fund performance update for the month ended July 31, 2019. Q2 hedge fund letters, conference, scoops etc Dear Partners and Colleagues, Alluvial Fund, LP returned -0.9% in July, compared to 1.4%... Read More

  Regulatory power on Wall Street has increased. There's no denying it. Since the 2008 Financial Crisis both the populist view and much of Washington opinion has put the blame... Read More

The Ivory Flagship Master Fund earned a return of 3.64% in the first quarter of 2014, according to the quarterly investor newsletter seen by ValueWalk. The hedge fund launched... Read More

NetJets, a susidiary of Warren Buffet’s Berkshire Hathaway (BRK-A), (BRK-B), was sued by the United States government on Thursday last. The suit says NetJets is liable for unpaid taxes... Read More