Category Archives: Syndicated

Traders Are Betting Billions That The Hottest Stocks Of 2017 Will Get Crushed

(The Business Insider) Facebook, Apple, Netflix, and Google are high up on the list of S&P 500 companies that investors added the most notional amount of short interest to this year….The so-called FANGS — Facebook, Apple, Netflix, and Google — […]

Do You Really Want to Live With a 60/40 Allocation in 2018?

(Harvest) Numbers and statistics are a funny thing. They usually don’t lie and are not fake. You can misinterpret them, but numbers tell a story and it is the job of the investor to either accept the story or come […]

Everything Positive For 2017, But Unfortunately We Are Starting a New Year

(Harvest) Many pension and endowments are going to post double-digit returns for 2017. Most have exceeded their actuarial expect return assumptions of 7%. Family offices and general investors have also posted good returns for the year. Equity returns for US, […]

Cross-Currency Basis Swaps Signal Temporary Dollar Shortage

(Harvest) Global macro traders look for outliers. The good ones have a disciplined approach to review and process lots of cross-market relationships looking for the few that may be out of place. These are the relationships that need capital and […]

Solactive launches bitcoin futures index

(Hedgeweek) Three weeks after the approval of bitcoin futures by the Commodity Futures Trading Commission in the United States, niche index provider Solactive is launching the Solactive Bitcoin Front Month Rolling Futures 5D Index, an index tracking the performance of […]

Global investor confidence declines in December by 1.5 points to 94.8

(Hedgeweek) The State Street Global Investor Confidence Index decreased to 94.8 in December, down 1.5 points from November’s revised reading of 96.3. To read this article:

China’s New Tax May Hit Hedge Funds More Than Investment Rivals

(Bloomberg) Hedge funds may be the biggest losers from a new 3 percent tax on some investment returns in China. The new value-added levy, which will take effect on Jan. 1, is part of a broader shift in how companies […]

A Hedge Fund Gets $2.4 Billion for Hanging In There

(Bloomberg) Cage-rattling activist investors are not known for their patience. But Cevian Capital AB has waited more than a decade for its bet on trucks-to-construction group Volvo AB to pay off. That restraint has been worth it, with Chinese automaker […]

Hedge Fund Managers Eager to See Return of Disruption, Volatility

(Pension & Investments) Hedge fund managers are approaching 2018 with a high degree of enthusiasm and a craving for more volatility. Industry executives broadly agreed that changing global economic and fiscal conditions will bring asset prices down, creating a better […]

Ex-Lawyer for Pharma Executive Shkreli Convicted of Aiding Fraud Scheme

(Reuters) A New York lawyer who once advised Martin Shkreli was convicted on Wednesday of helping him defraud a pharmaceutical company, a charge a different jury cleared the drug executive of when it found him guilty of securities fraud earlier […]

KKR, Blackstone Sued by Lerach Group Over Hedge Fund Returns

(Bloomberg) KKR & Co., Blackstone Group LP and their founders are accused of failing to deliver hedge-fund returns as advertised, in a Kentucky lawsuit that could preview new legal challenges for managers of alternative investments. To read this article:

A Hedge Fund Gets $2.4 Billion for Hanging In There

(Bloomberg) Cage-rattling activist investors are not known for their patience. But Cevian Capital AB has waited more than a decade for its bet on trucks-to-construction group Volvo AB to pay off. That restraint has been worth it, with Chinese automaker […]