Category Archives: Syndicated
In SandRidge proxy fight, Icahn’s reputation for turnarounds at stake
(Reuters) When SandRidge Energy Inc (SD.N) shareholders on Tuesday cast their votes for directors, the only question is how much sway over the embattled oil and gas producer they will hand to activist investor Carl Icahn. To read this article:
Short-Volatility Bets Boom as Hedge Funds Take Banks’ Baton
(Bloomberg) The short-vol trade is dead. Long live the short-vol trade.Investors are discovering fresh ways to bet volatility across asset classes will tumble anew even as hawkish monetary policy, emerging-market turmoil and February’s vol-mageddon underscore headwinds to the complex trade. […]
Ackman’s Hedge Funds Gain After Years Of Losses, Chipotle Helps
(Reuters) William Ackman’s private hedge fund has gained more than 9 percent this year while his publicly traded fund is up double digits, marking a dramatic reversal for the billionaire investor after three years of losses. Pershing Square International climbed […]
Wall Street Wants More Female Traders, But Old Perceptions Die Hard
(Reuters) As a biomedical engineering student at Duke University, Priya Karani thought she did not have the right skills to break into the heavily male-dominated field of Wall Street trading. “I was never interested in a career in trading at […]
Greece Passes Fast-Track Reform Package To Unlock Bailout Cash
(CNBC) Greece is due to exit its latest bailout programme in August and will then have to rely on financial markets to cover its borrowing needs.The nation has a debt-to-GDP ratio of 179.8 percent — the highest in the 19-nation […]
Comcast-Fox Deal Could Earn Wall Street Nearly Half A Billion Dollars In Fees
(CNBC) M&A bankers including Goldman Sachs stand to share $180 million in advisory fees, according to Freeman Consulting.The bigger haul comes from financing Comcast’s $65 billion all-cash offer, which could result in $300 million in fees.Investment bankers were already on […]
Quantamental Investing: The Future Is Now
(Harvest) Applied Equity Advisors combines factor investing with stock-specific research. Tapping both sources of excess returns helps us achieve greater consistency of returns and avoid behavioral pitfalls. To read this article:
New Intralinks survey reveals limited partner allocation plans and preferred investment methods
(Hedgeweek) Virtual data room provider Intralinks has released the initial results of its 2018 LP Survey which, among other things, found that nearly two-thirds of the limited partners (LPs) queried expect to increase their allocations to alternative investments in 2018. […]
Banks Get Distracted by the World Cup
(Bloomberg) The World Cup kicks off today, minutes after this newsletter publishes, which means that there will be no finance news for the next month. That will make this newsletter a bit of a slog, sorry. So I guess let’s […]
Netflix’s Frenzy, Getting Hangry and More Russian Meddling
(Bloomberg) The media industry is in a frenzy. AT&T is buying Time Warner for $85 billion after overcoming a challenge from the Justice Department. The Murdoch family has agreed to sell the majority of its 21st Century Fox empire to […]
Hedge Funds’ Best Ideas? Those Are Just Stocks They’re Dumping
(Bloomberg) Ever wonder why hedge fund managers are so willing to get up on a stage and tell the world about their best ideas? A new study suggests an answer: the ideas are getting old, and they need a spot […]
Ackman’s hedge funds gain after years of losses, Chipotle helps
(Reuters) William Ackman’s private hedge fund has gained more than 9 percent this year while his publicly traded fund is up double digits, marking a dramatic reversal for the billionaire investor after three years of losses. To read this article: