Tag: Canada

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Activists Return To (O) Canada

Drawn by basic materials, activists made demands at the most Canada-headquartered companies in six years during the first quarter, according to Activist Insight data. Q1 hedge fund letters, conference, scoops etc In the first three months of 2018, 32 Canada-headquartered […]

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Talking To Myself

This month’s MarketCycle’s Musings is merely me ‘talking to myself.’ 1)  Where are we in the market cycle? Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis Undervaluation Is As Bad As Overvaluation Do Something Do Nothing […]