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TLAC – Buffers At The Largest Bank Holding Companies

TLAC – Buffers At The Largest Bank Holding Companies

Karen Shaw Petrou, managing partner of Federal Financial Analytics, Inc., today provides the following  comment on the FRB’s new proposal to require total loss absorbing capacity (TLAC) buffers at the  largest U.S. bank holding companies and foreign banks doing business […]

PSAM letter to NCR on strategic alternatives

PSAM letter to NCR on strategic alternatives

Don’t forget – sign up for our free daily newsletter to stay in the activist investing know. P. Schoenfeld Asset Management put out a letter to NCR Corporation’s (NYSE: NCR) this week urging the company to provide NCR stockholders with […]

Have Commodities Reached An Inflection Point?

Have Commodities Reached An Inflection Point?

Have Commodities Reached An Inflection Point? by Frank Holmes This week the Federal Reserve announced that it would delay the interest rate liftoff yet again, but while everyone seems concerned about nominal rates—the federal funds rate, in this case—real rates […]

Intel Subject of Lawsuit Over Risky Hedge Fund Investments

The internal pension fund manager at Intel Corporation breached its fiduciary responsibility by investing in “risky and high-cost” hedge funds, a former Intel employee is charging in a lawsuit. The legal challenge comes as earlier this year Intel hired AllianceBernstein to […]

Matthew McLennan: Crisis Investing

Matthew McLennan: Crisis Investing

First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle, including the flagship First Eagle […]