In the wake of the Italian referendum loss, which was thought to throw a wrench into the bailout mechanics for the weakest regional banks, troubled stock prices are higher.... Read More

LONDON--(BUSINESS WIRE)--Regulatory News: Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (NA:PSH) today announced that PS VII Master, L.P. (“PSVII”), an affiliated co-investment vehicle, has notified Vivendi S.E. that it intends... Read More

Mick McGuire, Marcato Capital Management is the final famous activist up on the schedule. Mick McGuire is giving a presentation called "Don’t Buy This Recovery". He is speaking live... Read More

I am going to reprint here the beginning of the article The Education of a Corporate Bond Manager, Part VI. I am doing this because it describes how our... Read More

Ray Dalio, founder of the world’s largest hedge fund, has a problem with “fake and distorted media,” which he says “is not just a fringe media problem; it is... Read More

Healthcare reform was mainly intended to benefit people who don’t have a health care plan under their employer, and who don’t qualify for other forms of assistance, so most... Read More

The following is a presentation by Gabriel Grego, founder of Quintessential Capital Management, from the 2019 Sohn Hong Kong Conference on Allergan. Q1 hedge fund letters, conference, scoops etc QCM: Effectiveness... Read More

Investors seem to be less interested in European stocks these days, according to a global stock positioning analysis of fund managers conducted by Bank of America Merrill Lynch. Among... Read More

China didn’t make it into the MSCI Emerging Market Index this year after all, though its chances for 2016 look good. Until then, focus has shifted to the IMF’s... Read More

Goldman Sachs Group Inc (NYSE:GS) and Morgan Stanley (NYSE:MS) would be the most impacted banks under the proposed changes to supplementary leverage ratio, Citi analysts feel. Keith Horowitz and team... Read More