Predicting a market crash is considered a low win percentage endeavor. But nonetheless Crispin Odey, currently staring a negative -2.3 one-year Sharpe ratio directly in the eye, soldiers on.... Read More

The Balance Between Crude Oil Supply And Demand by Causeway Capital Management Executive Summary: The Current Supply/demand Imbalance From peak to trough, crude oil prices plunged about 60% in 2014 –... Read More

The Orchid China Master Fund was up 0.6% net for January, compared to the 6.7% decline in the Hang Seng Index. The fund's one-year return is 23.8%, compared to... Read More

Seth Klarman's Market Bubble Warning from many years ago is apt to today Legendary investor Sir John Templeton is remembered for many things, but perhaps his most memorable investment quote... Read More

“The Operational Consequences of Private Equity Buyouts: Evidence from the Restaurant Industry,” by Shai Bernstein, Stanford Graduate School of Business, and Albert Sheen, Harvard Business School - Finance Unit,... Read More

Lululemon Athletica Inc. (NASDAQ:LULU) (TSE:LLL)  Chairman Dennis “Chip” Wilson sold $50 million worth of stock in the company four days before the shares plummeted on the chief executive officer’s sudden... Read More

Valuations -- Dangerous Territory? It's that time of the year again. Over the past few weeks, banks and brokers have been publishing their outlooks for 2016, and roundups of 2015. Goldman's... Read More

As most hedge funds struggled to earn a positive performance in the first quarter of 2022, Praetorian Capital ripped ahead, adding 15.6% net of fees during the quarter. The fund,... Read More

Global growth will be more stable than it looks in 2016, according to market analysis from Goldman Sachs, which pegs the top 10 market themes for the coming year. Goldman:... Read More

ETFs had a rare drop in value as investors moved away from emerging market and US equities in general, losing 3.2% in total ETF/ETP (exchange traded funds/products) assets, dropping... Read More