As certain hedge fund managers appear to push a "hedge fund" name change, will UBS change the name of its monthly publication . . .
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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.
I read William Sharpe’s essay “The Arithmetic of Investment Expenses” (2013) with interest and applause (of course!). It brought to my mind what was likely his first article on... Read More
CIT Group Inc. (NYSE:CIT) CEO John Thain has a knack for timing his investments in the company he manages. Could Thain’s recent purchase of 40,000 CIT shares on May 15... Read More
We last posted the Case Study of Cisco (CSCO) here: http://wp.me/p2OaYY-1YL My analysis: This case forces you to compare the year-over-year change between sales and accounts receivable. The reason why you... Read More
Choice Equities Fund commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc Dear Investor: We are pleased to report strong absolute and relative performance for... Read More
Fund manager Jeffrey Gundlach has been known to question conventional establishment economic wisdom, and today was no exception. When considering quantitative easing, and the disparity between rich and poor –... Read More
The world’s wealthiest people are also the most mobile. Q1 hedge fund letters, conference, scoops etc High net worth individuals (HNWIs) – persons with wealth over US$1 million – may decide... Read More
Grey Owl Capital Management investment commentary for the second quarter ended June 30, 2015. Captain’s Log, Stardate: July 17, 2015. Our position. Earth, America. Question. Is it? Day by day,... Read More
Valeant Pharmaceuticals appears to be drawing on its Michael Pearson play book in setting up a structure to lure former Perrigo CEO Joe Papa to head the troubled drug... Read More
I am happy to announce the launch of our new Great Investor Series with today’s spotlight on Howard Marks, founder and Chairman of Oaktree Capital. Get The Timeless Reading eBook... Read More
Note: This article has been altered to reflect changes resulting from a statement from Dr. Andreas Droby of Drobny Global Advisors received 10/21/2014. Dr. Drobny's statement reads: Drobny hosted an IMF Forum... Read More
