After characterizing 2014 as the year of divergence, a report from State Street Global Advisors projects that the U.S. will remain “the best house in an improving neighborhood.”
In its 2015 ETF Investment Outlook report, the marketer of index stock investments said they expect overall corporate profit margins to remain elevated, leading to a recommendation of bullish cyclical sectors over defensive stock plays.
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.
By thelongshorttrader Kyle Bass, Hayman Advisors, on short selling: Question: What was the worst trade of your career? The second company I ever sold short was a disaster. The first one was actually... Read More
Angel Merkel is quite possibly the most powerful person in the world right now. Her actions have the power solve Europe's greatest crisis, or send the continent into a deep recession. The European... Read More
The post was originally published here. Q4 2020 hedge fund letters, conferences and more geralt / Pixabay Definition of Return on Invested Capital (ROIC) Return on invested capital is a method of... Read More
Jacobs Asset Management was up 5.8% net for November, bringing its quarterly return to 9.1% and its year-to-date return to -6.1%. The S&P 500 was up 14% for the... Read More
Michael Blitzer and Guy Shanon are the Managing Partners of Kingstown Capital, a value-oriented investment partnership that focuses on special situation securities across the capital structure. The firm was... Read More
Asian Market Sell-Off Offers Long-Term Opportunities Further signs of an economic slowdown in China’s economy sent the markets lower during the third quarter, with the late-September demonstrations in Hong... Read More
Hawk Ridge Management generated a net return of 9.5% in 2021, according to a copy of the firm's year-end letter, which ValueWalk has been able to review. While the letter... Read More
Some Irish Thomas Cook Group plc (LON:TCG) (OTCMKTS:TCKGY) customers were disappointed when their 2014 brochure didn’t arrive in the mail at the beginning of the New Year. But the firm’s... Read More
Interview With Tobias Carlisle Of Greenback'd And Carbon Beach AM by The MicroCap Conference Check out our second interview with Tobias Carlisle of the blog Greenback’d and partner at Carbon... Read More
Hedge funds are piling up on their long bets in EUR and short bets in the AUD, the latest CFTC report shows. In the week ending on July 30th, hedge... Read More
