Four benchmark indexes could not have come at a better time. When on August 18, the Chicago Board Options Exchange and Eurekahedge announced a slew of new benchmark indexes measuring the performance of various volatility investing strategies, they did so at a time when volatility has come front and center in the market discussion.
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 search for value often draws investors into illiquid markets, and to some, this can be a daunting prospect. However, research suggests that illiquid stocks outperform their liquid counterparts... Read More
Pat Dorsey on why not all network effects are created equal. Pat is the author of The Five Rules for Successful Stock Investing and The Little Book That Builds Wealth. Also... Read More
The 6 largest companies by market capitalization are: Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay (1) Microsoft (MSFT) - $974 billion (2) Apple (AAPL) - $936 billion (3) Amazon (AMZN) -... Read More
Faded Photographs: Obituary Of A Bull Market - Leuthold Group We’re always impressed with those lengthy, and unnaturally eloquent, obituaries that pop up online within minutes of the passing of... Read More
An Introduction To Colfax Corporation by Barton Hooper - Weitz Investment Management H/T Dataroma Colfax Corporation (ticker: CFX) is a multi-industrial company operating in two business segments: fabrication technologies, commonly known... Read More
By Investment Master Class “Defining what your game is, where you are going to have an edge is enormously important” Warren Buffett Get The Full Warren Buffett Series in PDF Get the... Read More
Political Spending And Lobbying by James R. Copland and Margaret M. O'Keefe, Proxy Monitor Introduction In 2016, a shareholder proposal concerning corporate political spending received majority shareholder support over board opposition—the... Read More
There has recently been increased interest in long/short equity strategies after strong relative performance in the 1st quarter of 2020 relative to equity indices and the perception that the... Read More
How is the price of gold established? In the futures or ETF market? And what role does high-frequency trading play a role in gold price discovery? Such are the... Read More
RBC Capital Markets analyst Bulent Ozcan highlights key takeaways from The Blackstone Group L.P. (NYSE:BX)'s 2014 investment themes call. Joe Baratta, Global Head of Private Equity at Blackstone, hosted a... Read More
