Nomura, following their earlier advice to sell on strength, advises investors to “raise cash,” trim exposure to financials in the region. But don’t despair, China bulls, one investor’s market price adjustment is another investor’s value opportunity – there will be a moment to buy, it’s just not when default concerns and bail-in talks could send stocks reeling.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Dick Bove, Rafferty Capital bank analyst spoke with FOX Business Network’s (FBN) Melissa Francis about the separation of the chairman and CEO roles at big banks. When asked whether he thinks... Read More
US exits continue the downward trend of recent quarters, with $28.8bn recorded in Q3 2015
2015 has seen a continued decrease in both the number and aggregate value of US... Read More
Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June.
According to a copy of the firm's second-quarter... Read More
Looking back at their fateful downgrade of the U.S. AAA bond rating this time last year, would rating agency S&P wish they had done things differently?
On the fact of... Read More
By John Butler of Amphora Report In a recent opinion piece published on Reuters, Professor Charles Postel twists himself into extreme pretzel logic attempting to explain that elastic, manipulated paper... Read More
Yacktman Focused Fund 2Q15 Commentary for the second quarter ended June 30, 2015.
The AMG Yacktman Focused Fund (Service Class) returned -2.6% for the second quarter of 2015, compared with... Read More
George Soros recently "made his return to investing" and the famous is wasting no time in weighing in on economic and political issues which he believes could cause a... Read More
Which is the best performing asset class this year? If you include the whole universe of investable assets, gold wins the race but if you look at equities and... Read More
Another way to understand the financial crisis of 2012 is to look at the basic characteristics of the iShares Barclays Aggregate Bond Fund (NYSEARCA:AGG). The reason the AGG metrics... Read More
Japan's Yen has hit its lowest level against the dollar since the first week of April on fears that the country's trade deficit might be expanding at a consistently... Read More