We have previously said a lot about the “hedge fund hotel” implosion observed in the third quarter, a quarter in which many of the hedge fund community’s favorite stocks all suffered spontaneous disintegration leading to unprecedented drawdowns for some of the
November 21, 2015
In consideration of today’s low interest rate environment, fixed income securities offer little in the way of return. Moreover, the safety characteristics normally associated with fixed income are also potentially upside down. Since early 1982, the interest rates available with
I don’t know if I should find this as funny as I do. It’s one of those stories that you check twice to make sure The Onion didn’t write it. Some poor sap decided he was a seasoned, savvy Wall
United States economic growth in 2016 will look a lot like the last few years, but with a different texture. Housing will be stronger and eventually business spending will grow, but foreign trade will prevent too much economic expansion. Consumer
One of the most common trades in financial markets these days is going long the US Dollar and shorting Commodities, especially the precious and industrial metals. This has been a bad year for commodities, and this trade has picked
Exemplary business owners or CEO’s are a rare breed, but they do exist and Fundstrat recently set out to find them. Indeed, researchers at Fundstrat Global Advisors released a research report this week outlining their “Captain Ahab Strategy,” which was designed to
We have recently discussed the manufacturing sector’s problems several times, as well as the trends in employment data. As a general remark to this, it seems that the sectors that have lately contributed especially strongly to employment growth were health care and social services,
“This market is looking like a disaster and the rates are a reflection of that,” warns one of the world’s largest shipbrokers, but while The Baltic Dry Freight Index gets all the headlines – having collapsed to all-time record lows this week – it
The US Thanksgiving holiday is ahead, but traders shouldn’t be lax about the risks that still lurk through the system. Key fundamental risks remain and an ill-timed swoon in liquidity could prove a critical problem. US Dollar Forecast – US
Industry Insights The CFDA has issued new policies to reduce the very long waiting times for approvals — both for clinical trial and marketing approvals (see story). According to a recent Ropes & Gray internet posting, the new rules: 1) expand
