(Forbes) As the bull market passed its ninth birthday in March, it became the longest and greatest in terms of percentage gains for the Dow Jones Industrial Average since World War II, according the Leuthold Group. It’s also the second-longest […]

(Reuters) U.S. hedge fund Hudson Bay Capital is opening an office in Britain to expand its European trading book, two sources told Reuters on Tuesday. Hudson Bay, which runs $2.8 billion in assets across equity, credit and other assets, has […]

(CNBC) On Tuesday the Russell 2000 hit a new intraday all-time high, and investors are betting the run is just getting started. So far this week traders have bought more than eleven thousand IWM calls at the August 168 strike […]

(Harvest) The outlook for the financial markets has turned cloudier over the past couple of weeks. Investors seeking an alternative from the gloom of recent markets, should look at the asset-backed securities (ABS) sector, an area within the fixed income […]

(Bloomberg) Hedge funds and other large speculators are trying to catch one of the biggest falling knives in financial markets. They’re wagering, essentially, that the persistent flattening of the U.S. yield curve has run its course. It’s a bet against […]

(Reuters) Hedge funds are having mixed fortunes with their currency and U.S. bond bets: Their growing faith in the dollar is being rewarded but they’ve chosen the wrong time to open up a record short position in 10-year Treasuries. The […]

(Reuters) British hedge fund Caius Capital said on Monday it would be “untenable” for UniCredit SpA (CRDI.MI) to undertake any major transaction before issues Caius has raised regarding regulatory treatment of the bank’s core capital are resolved. The Financial Times […]

(Bloomberg) The sun hasn’t yet lit up the California sky when Daniel Ivascyn and Emmanuel “Manny” Roman join each other at side-by-side desks on the 20th-floor trading room of Pacific Investment Management Co. From their aerie overlooking a luxury shopping […]

Goldman’s Portfolio of Hedge Funds’ Favorite Stocks Is Trouncing the Market CNBC posted on Tue 5 Jun 2018 Permalink Print The Goldman Sachs Hedge Fund VIP basket is up about 4 percent in 2018, while the S&P 500 index has […]

(Bloomberg) George Soros says the euro area is in “existential danger” — and the world’s biggest banks are flogging a flurry of products to parlay his warning into tantalizing returns. Investors spooked by the record sell-off in Italian government bonds […]

(Harvest) The persistent flattening of the U.S. yield curve has investors scratching their heads–and searching for historical parallels. The recession of 1969-70 is one worth considering. A closer look at the late 1960s reveals some parallels with today’s U.S. economic […]

(Harvest) Turkey’s currency crisis has spooked emerging-market (EM) investors, especially amid growing concern about the strengthening US dollar. We think countries and companies in the developing world are actually much more resilient to a stronger dollar than in the past. […]