Category Archives: Syndicated
Markets Picking Up Steam?
(Capital Trading Group) Ok here is just a sample of what has peaked our interest this week.Nat Gas is definitely on our radar and considering everyone in the global warming camp is forgetting that gigantic ball of hydrogen in the […]
Currents of Disruption: Tech Set for Disruption Amid Sector Shakeup
(Harvest) The creation of a new Communication Services sector could provide a further tailwind for tech stocks as generalist mutual funds gain a potential opportunity to allocate more capital to the space. After Sept. 28, technology stocks will be split […]
John Paulson teams up with investors to start Gold Council
(New York Post) The billionaire hedgie — known for his well-timed bets against subprime mortgages ahead of the financial crisis — has teamed up with 15 other investors to form the Shareholders’ Gold Council to prod managers of gold companies […]
Could Merck Become an Activist Target? One Hedge Fund Thinks So
(Institutional Investor) At least one hedge fund firm thinks so….In its second-quarter letter, dated August 17 and obtained by Institutional Investor, Suvretta Capital Management — which is not an activist hedge fund — makes the case for the drug giant […]
SGX proposes new ‘trade at close’ session for securities market
(Hedgeweek) Singapore Exchange (SGX) is seeking public feedback on the proposed introduction of a new trading session for the securities market, the ‘trade at close’ (TAC), which will take place after the closing auction routine ends. To read this article:
Crypto Hedge Fund Ikigai Makes New Exec Hires
(Hedgeweek) Ikigai Asset Management, a long/short multi-strategy crypto-asset hedge fund launched by former Point72 Portfolio Manager, Travis Kling, has added three new executive hires to its team. To read this article:
Dell Revisits IPO Option Amid Tracking Stock Deal Pushback
(Reuters) – Dell Technologies Inc (DVMT.N) is exploring an initial public offering (IPO) after shelving this option earlier this year in favor of going public by buying back a special type of stock from investors, people familiar with the matter […]
Putnam stares down hedge funds on big shopping mall bet
(Reuters) – Putnam Investments has placed a large, concentrated bet that struggling U.S. shopping malls can transform themselves even as key tenants shut stores or file for bankruptcy. So far, it is winning – to the chagrin of hedge funds […]
Hedge Fund Launches Outpace Liquidations for Fourth Straight Quarter
(Pension & Investments) Hedge fund launches exceeded hedge fund liquidations for the fourth quarter in a row, but the total number of launches was the lowest since the fourth quarter of 2008 during the global financial crisis, according to data […]
New York Hedge Fund Needs the Long Game in Italy
(Bloomberg) Telecom Italia SpA had problems when it was being dominated by its biggest investor, Vincent Bollore’s Vivendi SA. But the arrival on the shareholder register of activist fund Elliott Management Corp., and its wresting of boardroom control from the […]
Fed Likely to Push Aside Recession Worry in Unveiling 2021 View
(Bloomberg) While investors have been increasingly worried about the potential for a U.S. recession by 2020, central bankers next week are likely to project the nine-year-old expansion lasting a few more years. Federal Open Market Committee participants at the close […]
Hedge Funds Watch Sky Auction as Bidding War Draws to an End
(Institutional Investor) Comcast and Fox are poised to make bids for Sky under a mandate by Britain’s Takeover Panel. To read this article: