"Don't fight the Fed" echoes through the financial media, Wall Street, and in the minds of retail and institutional investors. It pertains to Fed-generated liquidity and is often the... Read More

February 12, 2016 By Steve Blumenthal “Goldman Sachs Abandons Five of Six ‘Top Trade’ Calls for 2016” February 9, 2016 Bloomberg News From Financial Advisor Magazine: “The dollar versus a basket of euro and yen;... Read More

Could the VIX index have found a new normal and reverted back to a familiar trading range? A recent Credit Suisse report suggests that volatility across the term structure... Read More

Recently, Bruce Greenwald carried out a virtual Fireside Chat with Li Lu, the founder and chairman of Himalaya Capital. Greenwald and Lu covered multiple topics during the discussion, addressing everything... Read More

“We’re Still Decembrists,” Goldman Sachs analyst Jan Hatzius proclaimed in a research note released Monday morning. In his analysis Hatzius predictably discussed economic indicators and took on strong statements... Read More

CP&E Partners, LP September quarter letter (check out their track record below) H/T David November 3, 2013 Dear Friends, CP&E Partners, LP was up 6.6% for the quarter ended September 30, 2013 and... Read More

J.C. Penney Company (NYSE:JCP) is a retailer and that means the most important part of the year is the holiday season. For this particular retailer, holiday season 2013 may... Read More

A U.S. Productivity Problem? by James W. Paulsen, Ph.D., Wells Capital Management. In the post-war era, U.S. productivity has risen about 2.4% annually. However, in the shadow of the 1990s... Read More

The California State Teachers Retirement System (CalSTRS) is one of the largest pension funds in the country, so when its management talks, many people listen. Grace Reyes of The... Read More

Engine Capital was up 14.84% net for the first quarter, compared to the Russell 2000's return of 12.72% and the HFRI Activist Index's 7.7% return for the quarter. Engine... Read More