When Moody’s looks at an increasingly negative global sovereign debt picture and factors in the rise of political populism the result is concern. In a November 14 report titled... Read More

Markets are finding difficulty Wednesday morning with the Chinese currency move, but eventually snapped back when participants realized the silly concern they had regarding Chinese currency devaluation. But what is... Read More

Brevan Howard letter for the month ended March 31, 2016; titled, "China Still Murky." Overview: BH Global Limited (“BHG”) is a closed-ended investment company, registered and incorporated in Guernsey on 25... Read More

Institutional investors in Pennsylvania and Alaska are taking a dim view of hedge funds and other asset managers seeking to tap emergency U.S. government money designed for struggling small... Read More

A Manual on Common Stock Investing Publisher: CreateSpace Independent Publishing Platform (December 12, 2013) See a great review from Rationalwalk here. What to buy? When to buy? When to sell? In A Manual... Read More

Disasters, wars, and pandemics should be times in which everyone works together against the common threat. We’re all in the same boat, so to speak. Q1 2021 hedge fund letters,... Read More

Hugh Hendry's The Eclectica Fund commentary for the period ended May 31, 2015. Big comeback and lots to digest here (also those china futures probably not looking too good... Read More

Is Bill Ackman thinking his battle with Herbalife Ltd. (NYSE:HLF) might become a more protracted ordeal? Bill Ackman: Herbalife's option trading CNBC’s Scott Wapner notes heavy options trading in the January... Read More

The prices of homes in January fell to the lowest point in 10 years.  However, the good news is that this low in housing has helped boost home sales. ... Read More

Of Babies and Bathwater: Deterring Frivolous Stockholder Litigation Without Closing the Courthouse Doors to Legitimate Claims Mark Lebovitch Bernstein Litowitz Berger & Grossmann LLP Jeroen Van Kwawegen Bernstein Litowitz Berger &... Read More