Sands Capital Management LLC 13F is out detailing the firms latest new buys, additions, reductions, and sold-out stocks as of September 30. Sands Capital Management is a growth concentrated... Read More

“Davidson” submits: Q3 hedge fund letters, conference, scoops etc Real GDP rises with increase in Govt Exp&Inv, but Real Private GDP not perceptibly changed. The Real Private GDP has been ~3%... Read More

I wanted to share with you a few lessons I’ve learnt reading about the High Yield Credit Cycle from the portfolio managers – Ed Meigs and Sean Slein –... Read More

With all the risks in the world, why is the stock market moving higher? JPMorgan’s Quantitative and Derivatives Strategy head Marko Kolanovic has the answers to this question, as... Read More

Young Capital Management Returns 60% A Month and $1k referral fee for offering clients - first big H/T to DealBreaker for finding this gem. Second off, I thought for... Read More

Recently unearthed emails, letters to regulators and legal strategy documents sent by Allergan, Inc. (NYSE:AGN) executives and their consortium of paid consultants paint a picture of a company engaged... Read More

Though bonds have been the portfolio diversifier of choice in the last 25 years, extreme valuations create a drag on portfolio returns in normal times and are a hurdle... Read More

Co-CIO Francis Gannon on what increased volatility, lower returns, and low interest rates mean for the small-cap market. Q1 hedge fund letters, conference, scoops etc User:klip game [Public domain], via Wikimedia... Read More

2014 has been the year in which the derivatives strategy of the cat loving, sun-glass touting Bill Gross has been revealed to new degrees. And the hits just keep... Read More

Fast Money traders Stephen Weiss and Brian Sozzi debate whether there are hidden warning signs in Home Depot's earnings. And David Herro, The Oakmark International Fund, explains why he thinks too... Read More