Category Archives: Syndicated
Gross Says ‘I Don’t Like Bonds, Most Stocks,’ Favors Real Assets
Gross Says ‘I Don’t Like Bonds, Most Stocks,’ Favors Real Assets Bloomberg posted on Thu 4 Aug 2016 Permalink Print Money manager Bill Gross says investors should favor gold and real estate while avoiding most stocks and bonds trading at […]
Activist Hedge Fund Marcato Gains 10.4 Percent in July
(Reuters) Marcato International, an activist hedge fund that mainly bets on U.S. equities, returned 10.4 percent in July, handily beating the broader stock market index’s gain, when the fund made two new investments. July’s gain helped shrink the fund’s losses […]
Raging Capital Finding Alpha In Short Exposure; Shorts Valeant And Lending Club
(Valuewalk) When looking at Raging Capital’s second quarter letter to investors – and reviewing their background – one gets the sense they are different.With the S&P 500 up near 3.8% as of the July 14 investor letter, Raging Capital Fund […]
Georgia Man Pleads Guilty in Insider Trading Hacking Case
(Reuters) A Georgia man pleaded guilty on Tuesday to trading on inside information that authorities say was obtained by hackers through a worldwide scheme to steal information from services that distribute corporate news releases. Leonid Momotok, 48, pleaded guilty in […]
Och-Ziff Posts Quarterly Loss, Sets Aside $214 Million for Probe
(Reuters) Och-Ziff Capital Management Group (OZM.N) on Tuesday reported a second-quarter loss after the largest publicly traded U.S. hedge fund company set aside $214.3 million to eventually settle bribery charges with the U.S. government. Chief Financial Officer Joel Frank said […]
Firm Backed by Alibaba Founders Said in Talks to Seed Hedge Fund
(Bloomberg) Blue Pool Capital, which invests billions of dollars for wealthy clients including two top Alibaba Group Holding Ltd. executives, is in advanced talks to back a new hedge fund that’s being planned by a former Asia head of Balyasny […]
Exploiting A Global Shortage of U.S. Dollars
(Harvest) As we recently highlighted, capital has been flowing into the U.S., bringing down yields in correlation with yields elsewhere. Investors in Europe and Japan, for example, are fleeing negative yields in their domestic markets and looking for a “safe” […]
Here’s Why Shares of this Publicly Traded Hedge Fund Are Soaring
(Fortune) Och-Ziff Capital Management on Tuesday reported a second-quarter loss after the largest publicly traded U.S. hedge fund company set aside $214.3 million to eventually settle bribery charges with the U.S. government. Chief Financial Officer Joel Frank said the company […]
Managed futures performance – a month of consolidation
(Harvest) Managed futures as measured by the SG index posted a flat month, up 19 basis points. This was against good performance in bonds and strong positive equity gains. Commodities turned lower for the second month in a row. To […]
Short-term vs Trend-followers – Smooth or rough?
(Harvest) Short-term trading as measured by the SG index has continued to beat the longer-term managed futures SG index. This performance is a difference between smooth and rough trading. Short-term trading can be smoother because it should not be affected […]
Why Are the Markets Prone to Black Swans?
(Harvest) A lot of people are really uncertain as to how this all ends and they keep on trying, and as they try, particularly Central Banks, we’ve expanded the credit base so dramatically that potential black swans are places like […]
Hedge Funds Betting Treasuries Rally Has Further to Run
(Bloomberg) Hedge funds made the biggest bet on benchmark Treasuries in more than three years just as the longest-dated U.S. tumbled and Federal Reserve officials reinforced the potential for an interest-rate hike this year. In a sign traders are confident […]