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.
The following is from an email which Whitney Tilson sent to investors.
Whitney Tilson on 3G Capital eyes next targets; at Coke, newest flavor is austerity; 15 insane (but true)... Read More
European PE Breakdown 1Q16 - An Increasingly Complex Investment Scene by PitchBook
An increasingly complex investment scene
Introduction
In the last edition of this report, released in January—devoted solely to analyzing European... Read More
Outside of political considerations with Russia and Greece, Federal Reserve interest rate policy is probably the most talked of issue on the minds of investors today.
The debate about was... Read More
Whitney Tilson's thoughts on Apple Inc. (AAPL)'s stock price and on Doug Kass. Also he comments on drinking breast milk and is looking for condo space if you have..
Whitney... Read More
Seperating fact from fiction - Warren Buffett Wisdom
Warren Buffett is widely considered to be the world’s greatest investor and the internet is littered with his investment wisdom.
However, a large... Read More
Interviewing Management - Core Issues To Discuss by Tom Macpherson, Dorfman Value Investments
“Good questions are often far more powerful than answers,” they argue. “Good questions challenge your thinking. They... Read More
SUMMARY
Stocks can be ranked by alpha instead of stock returns
Alpha Momentum generates a higher and more consistent performance than Price Momentum
Momentum crashes are reduced significantly and... Read More
PivotalPath has released their monthly report, the Pivotal Point Of View, which measures performance among more than 2,000 institutionally-relevant hedge funds, as well as 40+ different hedge fund strategies... Read More
The number of companies in the S&P 500 commenting about oil during earnings conferences increased 37% between September 1 and November 6, 2014 compared in the same period last... Read More
As the financial conditions impulse points to sustained improvement in global growth momentum, Goldman Sachs places global growth for 2017 at the top end of the 3% to 3.5%... Read More