“Fund Flow Insights – Alert, Best Equity Inflows Since 2004,” a research note by the Citi Global Strategy Team, says the year gone by was notable for some high... Read More

Moody’s Capital Markets Research issued a damning verdict on Deutsche Bank earlier this week. In a research report put together by the credit agency’s ‘Analytics’ research division, Moody’s analysts... Read More

Société Générale’s ‘ expensive stocks with poor earnings quality screen ’, which is published monthly, seeks to unearth the market’s most undesirable stocks — if you’re looking for short ideas the... Read More

Over the last decade, company boards have had to endure some of the most challenging moments, in the form of attacks by various hedge funds instigated by activist investors... Read More

Goldman Sachs is the latest bank to publish research trying to justify the current high level of the market as well as its year-end S&P 500 price target. Goldman laid... Read More

The Canyon Balanced Funds have gained more than 28% since the end of the first quarter, recovering 70% of its first-quarter losses. In their November letter to investors, which... Read More

Has the Federal Reserve finally burst the junk bond bubble? Perhaps, but then why is oil price inflation absent, yes oil has gone up we know but just wait. Junk... Read More

Black Bear Value Fund commentary for the month ended February 29, 2020, discussing benefit their credit shorts will get from an economic reckoning. Q4 2019 hedge fund letters, conferences and... Read More

Recently, Bruce Greenwald carried out a virtual Fireside Chat with Li Lu, the founder and chairman of Himalaya Capital. Greenwald and Lu covered multiple topics during the discussion, addressing everything... Read More

As the Department of Justice continues to aggressively prosecute foreign banks, a meeting between the Obama administration and French officials this week could get explosive. $10 billion fine significantly higher... Read More