Breaking News, Business, Politics, Technology
Monday, December 10, 2018
As technology has advanced, numerous industries have been significantly impacted, and the financial services business is no different. Funds were once looking into the future when thinking about addressing issues such as disruptive technology, changing investor expectations and adapting their […]
Hedge funds have been struggling over the last several months as growth and momentum began to weigh on returns. Hedge funds are scrambling to rotate into defensives and away from stocks which have fallen out of favor. Data from Goldman […]
The following is the unofficial transcript of a CNBC interview with White House Trade Advisor Peter Navarro on CNBC’s “Closing Bell” (M-F 3PM – 5PM) today, Friday, December 7th. The following is a link to video from the interview on […]
December is clearly a time for gorging. Even outside of the season’s many holiday parties, activist investors will be busy trimming old positions to boost their year-end returns or book tax losses and building new positions ahead of 2019’s proxy season, […]
Global Allocation Fund commentary for the month ended November 30, 2018, discussing their short positions in US equity indices. Stock markets entered November in the middle of the rebound we had witnessed the last days of October. We took the […]
Quietly, without much notice among investors, China’s current account surplus, as large as 10% of gross domestic product (GDP) a decade ago, has shifted to a deficit this year. As discussed in a new report by Bank of America, U.S. […]
Where will the world’s most sophisticated investors make their bets in 2019? Natixis Investment Managers, a leading global asset manager, today released its annual institutional investor outlook, which tracks the planned actions of 500 institutional investors who collectively manage more […]
An European icon’s fall from grace is almost complete. On November 29, 170 police officers and tax investigators raided Deutsche Bank’s head office and other locations in Frankfurt. The ambush was part of a money laundering probe whereby the German […]
Food and drinks giant Nestle defended its corporate governance practices after Third Point Partners criticized CEO Mark Schnieder for his collaboration with Chairman Paul Bulcke, who was CEO eight years through 2016. Schneider, who is the first outsider to work […]
Whitney Tilson’s email to investors discussing Zeke Ashton closing down his fund. Speaking of smart investors, my friend Zeke Ashton of Centaur Capital in Dallas decided to close his fund recently. The investing world is poorer for having lost a […]
