The game of “pick the market implosion” date is something that has taken on almost a drinking game type of mythology. Certain investment managers know the calculus of Federal Reserve stimulus, the US status as the
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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.
Canyon Capital's latest commentary explains that the U.S economy is in between the aftermath of financial crisis and the next distressed cycle in corporate debt. Canyon, which is one of... Read More
Horizon Kinetics market commentary for March 2015, titled "Time and Chance." For long-term value investors, risk is not defined by the level of volatility but by the likelihood of shareholder... Read More
A Russian crackdown on McDonald's Corporation (NYSE:MCD) fast food locations in the region has resulted in four of the restaurants being suspended due to “numerous” sanitary violations, according to... Read More
Watch out for government to take a “back door” approach to stealth drug price controls. Such was the topic recently discussed at a Morgan Stanley dinner and put in... Read More
During August, the Roubaix Composite generated a net return of -1.08% relative to losses of -2.05% for the Russell 2000 TR Index and -0.23% for the HFRI Equity Hedge... Read More
Among the performance leaders in noncorrelated hedge funds, its Balyasny's core noncorrelated performance drivers that differentiate during crisis Read More
ValueWalk's Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses what led him to investing, his overall investing philosophy, mitigating the... Read More
Behemoths like Amazon and Uber have transformed industries, putting smaller competitors out of business. Could the same fate await smaller financial planners? Many analysts have predicted massive consolidation in... Read More
Bonhoeffer Capital Management commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc Dear Partner, Bonhoeffer returned -17.9% net of fees in 2018, compared to -14.1%... Read More
Active investment managers made a comeback in 2017 when around half of actively managed US mutual funds managed to beat their benchmark for the year. It looks as if actively... Read More
