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  • uploads///US Consumer Sentiment Index
    Macroeconomic Analysis

    US Consumer Sentiment Falls Marginally: Could Inflation Improve?

    According to the University of Michigan, the US consumer sentiment index stood at 94.3 in June 2016, compared with 94.7 in the previous month.

    By Sarah Sands
  • uploads///Vanguard  Index Fund Investor Class VFINX
    Company & Industry Overviews

    US Stock Indices Plunge after Oil Prices Rebound

    The three US equity indices that we review in this weekly series fell from December 8 to December 15, 2015, after a rebound in oil prices.

    By Lynn Noah
  • uploads///Market Reaction on FOMC Minutes December
    Macroeconomic Analysis

    How Did the Markets React to the Fed’s Rate Hike?

    For the past month or so, several equity investors have anticipated a rate hike and factored it into stock prices, readying their portfolios for the event.

    By David Ashworth
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    Company & Industry Overviews

    A Detailed Analysis of JPMNX’s Low-Volatility Holdings

    Apart from JPMNX’s long positions, the fund’s portfolio is also made up of short holdings in the financial, IT, and healthcare sectors.

    By Ivan Kading
  • uploads///payroll tax
    Financials

    Will We See a Recession within the Next 2 Years?

    In a recent interview, Jim Rogers said, “I’m on record as saying that we’re going to have a recession certainly within a year or two.”

    By Surbhi Jain
  • uploads///US Services PMI in August
    Macroeconomic Analysis

    US Services PMI Saw Strong Improvement in August

    According to the report from Markit Economics, the August US Services PMI (purchasing managers’ index) report showed a strong improvement in the US (SPY) (QQQ) (VFINX) business climate.

    By Sarah Sands
  • uploads///US Consumer Price Index in September
    Macroeconomic Analysis

    Will September Rise in CPI Affect Fed’s Rate Hike Decision?

    According to a report from the United States Bureau of Labor Statistics, US CPI (consumer price index) rose 0.3% in September 2016 compared to a 0.2% rise in August 2016.

    By Sarah Sands
  • uploads///US Services PMI in February
    Macroeconomic Analysis

    February US Services PMI: Have US Business Conditions Softened?

    The February US services PMI (purchasing managers’ index) report, released on March 3, 2017, indicated softness in US (SPY) (SPX-INDEX) (QQQ) (VFINX) business conditions.

    By Sarah Sands
  • uploads///US Consumer Sentiment Index in April
    Macroeconomic Analysis

    Why US Consumer Sentiment Is Important for Markets

    According to a report from the University of Michigan, the US Consumer Sentiment Index rose slightly in April 2017.

    By Sarah Sands
  • uploads///Corporate Tax Rate of Various Countries
    Fund Managers

    Jack Bogle Discussed President Trump’s Tax Reform Program

    After the failure of the healthcare bill, investors’ eyes are on the phenomenal tax reform bill. Tax reforms could boost employment in the economy.

    By Sarah Sands
  • uploads///Volatility Spiked at the Major Events
    Fund Managers

    Does Jamie Dinan Think the Market Is Fairly Valued?

    In a CNBC interview on October 18, Jamie Dinan and Marc Lasry discussed their views on the current market environment.

    By Sarah Sands
  • uploads///The Rally in the SP  Index Mainly Supported By the Feds Prolonged Low Interest Rate
    Fund Managers

    Jim Grant: Market Is Losing Confidence in Central Banks

    After the Fed decided to leave the interest rate unchanged in September, Grant thinks that market participants are gradually losing confidence in central banks.

    By Sarah Sands
  • uploads///chart
    Fund Managers

    How Investing in ADAIX Could Impact Your Portfolio

    The AQR Diversified Arbitrage Fund – Class I (ADAIX) is one such alternative fund that extensively uses the diversified arbitrage strategy to achieve its investment goals.

    By Ivan Kading
  • uploads///US Treasury Yield Curve
    Fund Managers

    Gundlach on Higher Yield: Watching the Copper-to-Gold Ratio

    Billionaire investor and bond guru Jeffrey Gundlach also shared his view on bond yields in an interview with CNBC.

    By Sarah Sands
  • uploads///abbabadcdcddc
    Financials

    Why 82% of Federal-Mogul Isn’t Enough for Carl Icahn

    In 2001, when Federal-Mogul was undergoing a Chapter 11 bankruptcy, Icahn had invested in $1.1 billion in the company’s convertible bonds.

    By Surbhi Jain
  • uploads///chart
    Company & Industry Overviews

    An Overview of EAGMX’s Macro Holdings

    The Eaton Vance Global Macro Absolute Return Fund – Class A (EAGMX) applies its global macroeconomic and political research process in directing its fund investments.

    By Ivan Kading
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    Company & Industry Overviews

    Running down JPMNX: Structural Analysis of an Alternative Mutual Fund

    JPMNX is an alternative mutual fund that seeks to mimic the “market neutral” hedge fund strategy in achieving its investment objectives.

    By Ivan Kading
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    Fund Managers

    PLVBX Offers Investors a Different Approach

    The PIMCO RAE Low Volatility Plus International Fund – Class A (PLVBX) uses a long or short hedge fund strategy to achieve its investment objective.

    By Ivan Kading
  • uploads///Emerging Market Equity Strategy Gained in June
    Company & Industry Overviews

    Which Fund Strategy Rose Steeply Despite Market Uncertainty?

    In June 2016, volatility spiked in global markets (VXUS) (VTI). Many fund strategies outperformed the global market with heightened market volatility.

    By Sarah Sands
  • uploads///US Business Investment is Declining
    Fund Managers

    David Rubenstein: Why US Business Investment Is Declining

    David Rubenstein discussed the US business environment in the interview. He said that US (QQQ) (SPY) (IVV) business spending is declining.

    By Sarah Sands
  • uploads///Falling Treasury Yield Making the US Dollar Stronger
    Fund Managers

    What’s John Schlifske’s Take on the US Dollar?

    The negative interest rates in major developed markets (EFA) such as Europe (VGK) (EZU) and Japan (EWJ) (DXJ) make US government debt more attractive.

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    A Detailed Holdings Analysis of DCMSX

    The holdings of the DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) mainly consist of corporate and government bonds.

    By Ivan Kading
  • uploads///US GDP Growth Rate
    Fund Managers

    What Does Jack Bogle Predict for US Real GDP?

    In 4Q16, US (SPY) (QQQ) (IVV) (VFINX) real GDP grew at an annual rate of 1.9% compared to a 3.5% rise in 3Q16.

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    AMFQX: More Than 60% Exposure to Derivative Securities

    AMFQX is an alternative mutual fund that seeks to generate positive absolute returns with a low correlation to the returns of broad stock and bond markets.

    By Ivan Kading
  • uploads///ebccdedbdcefdce
    Financials

    Is China the Real Reason behind Billionaire Carl Icahn Exiting Apple?

    On April 28, 2016, Icahn stated, “We no longer have a position in Apple,” during an interview with CNBC.

    By Surbhi Jain
  • uploads///image
    Miscellaneous

    Why Was Energy Sector a Drag for Investors despite Rise in Oil?

    Between April 6 and April 13, 2017, the Energy Select Sector SPDR ETF (XLE) fell 1.9%.

    By Rabindra Samanta
  • uploads///chart
    Fund Managers

    What Investors Should Know about the Alternative Mutual Fund ADAIX

    ADAIX is an alternative mutual fund that seeks long-term absolute returns over a reasonable period of time regardless of equity market ups and downs.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    What Makes It Tick: EAGMX’s Investment Methodology

    EAGMX employs an absolute return investment approach by benchmarking itself to an index of cash instruments, rather than a stock or bond market index.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    How Adding EAGMX Could Affect Your Portfolio

    The top holdings of EAGMX include fixed income securities of the firm from various countries, including the US. The fund also has forward contracts of the S&P 500 Index (VFINX).

    By Ivan Kading
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    Fund Managers

    A Detailed Structural Holding Analysis of ARBFX

    As of November 30, 2015, The Arbitrage Fund Class R (ARBFX) manages total net assets worth $1.9 billion.

    By Ivan Kading
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    Fund Managers

    What Investors Should Know about the Alternative Mutual Fund GABCX

    GABCX is an alternative mutual fund that seeks to achieve total returns that are attractive to investors in various market conditions without excessive risk of capital loss.

    By Ivan Kading
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    Company & Industry Overviews

    How Has DCMSX Performed Compared with Its Peers?

    The DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) is an alternative mutual fund that uses a commodity hedge fund return strategy.

    By Ivan Kading
  • uploads///chart
    Fund Managers

    What’s PLVBX’s Investment Methodology?

    PLVBX aims to generate a low volatility portfolio with the potential to generate high income. In terms of the strategy, it’s similar to PIMCO’s PLVVX.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    Could Investing in ARBFX Benefit Your Portfolio?

    The Arbitrage Fund Class R (ARBFX) uses the merger arbitrage strategy extensively.

    By Ivan Kading
  • uploads///SPDR ETF
    Miscellaneous

    Falling Crude Oil Prices Impact Wall Street Investors

    On October 28, 2016, at 1:42 AM EST, US crude oil (UWTI) (OIIL) was trading at $49.71 per barrel—a 2.2% fall compared to its closing price on October 21.

    By Rabindra Samanta
  • uploads///Shorting Small Cap Stocks Could be Costlier Compared to Large Cap
    Fund Managers

    Will George Soros’s Position in IWM Provide a Strong Return?

    According to the recent 13F filings, Soros Fund Management has increased its position in the iShares Russell 2000 ETF (IWM) by 36% in 1Q17 compared to the previous quarter.

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    Introducing the Gotham Neutral Fund Institutional Class (GONIX), an Alternative Mutual Fund

    GONIX is an alternative mutual fund that seeks long-term capital appreciation with minimal correlation to the stock market.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    All You Should Know about the Alternative Mutual Fund ARBFX

    The Arbitrage Fund Class R (ARBFX) is an alternative fund that uses the merger arbitrage strategy to achieve its investment objectives.

    By Ivan Kading
  • uploads///Corporate Tax Rate of Various Countries
    Fund Managers

    What Are Jim Chanos’s Views on the Market?

    In an interview on October 25, Jim Chanos, founder and managing partner of Kynikos Associates, discussed his investment decisions in the current market environment.

    By Sarah Sands
  • uploads///chart
    Macroeconomic Analysis

    An Overview of CRSAX’s Investment Methodology

    CRSAX presently trades at $4.47 with an average dividend yield of 3.9%, and could benefit Investors seeking to diversify their portfolios.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    How Could Investing in EBSAX Affect Your Portfolio’s Performance?

    EBSAX seeks to generate attractive risk-adjusted returns across a broad range of market conditions.

    By Ivan Kading
  • uploads///Valeant
    Fund Managers

    Jim Chanos on Valeant Pharmaceuticals: Is More Pain Ahead?

    Valeant is currently trading at $23.86. On a year-to-date basis, the stock returned -77%.

    By Sarah Sands
  • uploads///image
    Miscellaneous

    How the Energy Sector Performed Compared to Broader Market

    Between March 23, 2017, and March 30, 2017, the Energy Select Sector SPDR ETF (XLE) rose 1.9%.

    By Rabindra Samanta
  • uploads///image
    Miscellaneous

    How Oil Is Disappointing Wall Street Bulls

    From April 13–20, 2017, the Energy Select Sector SPDR ETF (XLE) fell 1.7%. It was the largest loser among the sector-based SPDR ETFs we’re comparing.

    By Rabindra Samanta
  • uploads///chart
    Fund Managers

    What Investors Should Know about GATEX

    The Gateway Fund – Class A (GATEX) has a different approach to investment. It mainly uses a market neutral strategy to achieve its investment objectives.

    By Ivan Kading
  • uploads///safe haven winners of brexit
    Financials

    Has Britain Really Voted Its Way to Prosperity?

    The Brexit referendum aftermath has translated to gains for certain hedge funds, while washing away earlier gains for others.

    By Surbhi Jain
  • uploads///chart
    Fund Managers

    A Detailed Portfolio Analysis of PLVBX

    The PIMCO RAE Low Volatility Plus International Fund – Class A (PLVBX) portfolio consists of securities that are issued all over the world.

    By Ivan Kading
  • uploads///article
    Fund Managers

    Gross on Rising US Credit Level: Lehman Brothers, Anyone?

    The rising credit level is a warning sign for the economy, and Gross believes this situation may trigger a crisis like the 2008 global debt crisis.

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    AMFQX: Structural Analysis of an Alternative Mutual Fund

    Some of the AMFQX fund’s top holdings include floating-rate notes of Apple, JPMorgan Chase, Turquoise Hill Resources, and Hewlett-Packard Enterprise.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    How Has JPMNX Performed Relative to Its Peers?

    JPMNX suffered a reduction in its NAV between January 2013 and January 2016. GATEX managed to generate positive returns while CVCSX was the worst performer.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    A Look at the AMFQX Fund’s Investment Methodology

    The AMFQX fund’s investment model is primarily a counter-trend model. It looks to sell short-term overbought levels and buy short-term oversold levels.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    OPGSX: An In-Depth Look at the Alternative Mutual Fund

    The OPGSX fund aims to grow capital through exposure to equity stocks of companies that are associated with gold and other precious metals.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    AMFQX Had an Overall Market Beta of Zero at the End of 4Q15

    At the end of 4Q15, the fund had an overall market beta of zero compared to the beta of 0.04 of its benchmark Morningstar Managed Futures Category Average.

    By Ivan Kading
  • uploads///chart
    Macroeconomic Analysis

    A Must-Read Structural Analysis of Alternative Mutual Fund CRSAX

    Alternative mutual funds such as the Credit Suisse Commodity Return Strategy Fund (CRSAX) use commodity strategy to achieve their investment objectives.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    Could Investing in DCMSX Help Your Portfolio?

    DCMSX is an alternative mutual fund that has suffered due to its commodity real return strategy.

    By Ivan Kading
  • uploads///chart
    Fund Managers

    How Investing in GATEX Could Impact Your Portfolio

    GATEX could increase the exposure of an investor’s portfolio in the equity market. It has less volatility risk than the equity markets.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    All You Should Know about the Alternative Mutual Fund DCMSX

    DCMSX is an alternative mutual fund that gives retail investors access to the commodity return strategy.

    By Ivan Kading
  • uploads///The Rally in the SP  Index Mainly Supported By the Feds Prolonged Low Interest Rate
    Fund Managers

    Carl Icahn: Either Way, the Market Will Face a Serious Problem

    According to Carl Icahn, whether or not the Fed raises interest rates, the current market environment is showing dangerous signs.

    By Sarah Sands
  • uploads///chart
    Fund Managers

    GATEX: A Sectorial Portfolio Breakdown

    The Gateway Fund – Class A (GATEX) seeks to attain capital appreciation through its equity market investments. It has less risk compared to equity markets.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    Would Investing in JPMNX Hamper or Benefit Your Portfolio?

    JPMNX’s top holdings include Avago Technologies (AVGO), Lam Research Corporation (LRCX), Verizon Communication (VZ), and Johnson & Johnson (JNJ).

    By Ivan Kading
  • uploads///chart
    Fund Managers

    Analyzing Gabelli ABC Fund’s Key Holdings

    The Gabelli ABC Fund – Class AAA’s (GABCX) portfolio mainly consists of corporate bonds, stocks, and government securities.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    Moving Average Trends and Analyst Estimates of JPMNX’s Top Holdings

    All of JPMNX’s top holdings except CJPXX were trading below their 20-day and 100-day moving averages as of January 29, 2016.

    By Ivan Kading
  • uploads///image
    Miscellaneous

    What’s Making Wall Street Weak?

    Last week, US crude oil May futures fell 2.7%, and natural gas April futures rose 4.3%. The broad market S&P 500 Index fell 1.3%.

    By Rabindra Samanta
  • uploads///chart
    Company & Industry Overviews

    Moving Average and Trend Analysis of GONIX’s Top Holdings

    In GONIX, as of January 13, Sanderson Farms, Pilgrim’s Pride, and Hormel Foods were trading above their respective 20-day and 100-day moving averages.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    How Has EBSAX Performed in the Market?

    Managed futures The Equinox Campbell Strategy Fund Class A (EBSAX) is an alternative mutual fund that seeks to achieve its investment objectives by using the “managed futures” strategy. The Natixis ASG Managed Futures Strategy Fund Class A (AMFAX) and the Direxion Indexed Commodity Strategy Fund Class A (DXCTX) use similar alternative managed futures strategies. 7 […]

    By Ivan Kading
  • uploads///facddfffdbdaeaeb
    Macroeconomic Analysis

    How Investors Are Shorting China

    There are those betting against the Chinese yuan on the belief that it will keep trending south. There are also those betting against the Chinese economy.

    By Surbhi Jain
  • uploads///eaadaeaebd
    Macroeconomic Analysis

    What Commodities’ Outperformance Means for the Business Cycle

    Let’s take a look at where we are in the business cycle, what factors are at play, and what stands to work given current macroeconomic influences.

    By Surbhi Jain
  • uploads///US Retail Sales in July
    Macroeconomic Analysis

    US Retail Sales Posted Strong Growth

    According to data provided by the U.S. Census Bureau, US retail sales rose 0.6% in July 2017, which beat the market’s expectations of a 0.4% rise.

    By Sarah Sands
  • uploads///chart
    Fund Managers

    What Is GABCX’s Investment Methodology?

    The Gabelli ABC Fund – Class AAA (GABCX) uses an event-driven strategy to generate profit at relatively low risk.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    Understanding TFSMX’s Investment Methodology

    TFSMX seeks to grow capital while having a low correlation to the S&P 500 Index. It also seeks to produce lower volatility.

    By Ivan Kading
  • uploads///SP  Index
    Fund Managers

    Will the Market See a Correction in 2017?

    In a recent interview with CNBC, Fidelity’s Jurrien Timmer shared his views on equity markets, corporate earnings, and Europe (VGK) (IEV).

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    Exposure to OPGSX, the Precious Metal Fund: Good or Bad?

    The Oppenheimer Gold & Special Minerals Fund – Class A (OPGSX) seeks capital appreciation through exposure to gold-related stocks.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    How Might Investing in the the Gotham Neutral Fund (GONIX) Affect Your Portfolio?

    Alternative mutual funds like GONIX give retail investors access to modern hedge strategies such as market neutral, global macro, and arbitrage hedge.

    By Ivan Kading
  • uploads///Major Indexes of the US After  Month of Trumps Win
    Fund Managers

    Carl Icahn: Market Has Run Ahead of Itself

    On December 9, Carl Icahn discussed his views on the markets and Trump’s potential impact on various sectors in an interview with CNBC.

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    A Must-Read Structural Analysis of Alternative Mutual Fund TFSMX

    Though the TFS Market Neutral Fund (TFSMX) has given a return lower than the benchmark S&P 500, it has shown consistent positive performance over the years.

    By Ivan Kading
  • uploads///US Non Farm Payrolls in August
    Macroeconomic Analysis

    Will the August Jobs Report Soften the Fed’s Rate Hike Urgency?

    During the Jackson Hole Symposium, the Federal Reserve chair, Janet Yellen, already hinted that if the August jobs report provided a strong performance, there was a chance for a rate hike during its September 2016 meeting.

    By Sarah Sands
  • uploads///cfdfbdaccdafdbcf
    Consumer

    Bill Ackman’s Stances on Valeant Pharmaceuticals and Herbalife

    Valeant Pharmaceuticals has remained in the top five holdings of Ackman’s company, Pershing Square Capital Management.

    By Sarah Sands
  • uploads///Federal Reserves
    Fund Managers

    Jim Grant: Will the Fed Be Dovish or Hawkish in the Coming Year?

    When the Fed maintained a dovish stance at various meetings in 2016, Grant said that market participants were gradually losing confidence in central banks.

    By Sarah Sands
  • uploads///chart
    Company & Industry Overviews

    What Would Investment in TFSMX Mean for Your Portfolio?

    TFSMX’s top holdings include stocks such as YRC Worldwide (YRCW), MRC Global (MRC), Tech Data (TECD), and Concert Pharmaceuticals (CNCE), among others.

    By Ivan Kading
  • uploads///chart
    Company & Industry Overviews

    A Deep Dive into the Alternative Fund EAGMX

    An alternative fund, the Eaton Vance Global Macro Absolute Return Fund – Class A (EAGMX) uses the popular global macro hedge fund strategy. The primary benchmark of EAGMX is the BofA Merrill Lynch 3-Month US Treasury Bill Index.

    By Ivan Kading
  • uploads///article
    Fund Managers

    Why Ray Dalio Is Concerned about the Next Downturn

    In the previous part of this series, we saw that Ray Dalio is comfortable with the steps central banks have taken.

    By Sarah Sands
  • uploads///Investment Management Strategy
    Fund Managers

    Larry Fink: Active Management Showing Good Returns

    Larry Fink shared his view on investment management strategy in a recent interview.

    By Sarah Sands
  • uploads///US Consumer Price Index in October
    Macroeconomic Analysis

    US Consumer Price Index Improved: Will It Affect the Fed’s Decision?

    According to a report from the United States Bureau of Labor Statistics, US CPI (consumer price index) rose 0.4% in October 2016 compared to a 0.3% rise in September 2016.

    By Sarah Sands
  • uploads///Fed
    Fund Managers

    Ray Dalio Says This Key Risk Could Affect Market Movement

    Although Ray Dalio said at the World Economic Forum that this market rally will continue in the near term, he believes there are some risks that could affect market (SPX-INDEX) movement.

    By Sarah Sands
  • uploads///Picture
    Fund Managers

    Why Einhorn Believes Consumers’ Personal Incomes Will Rise

    According to a report provided by the US Bureau of Labor Statistics, in January and February 2017, non-farm payrolls saw stronger improvements.

    By Sarah Sands
  • uploads///Picture
    Fund Managers

    What Does Ray Dalio Think about Populism?

    In an interview with CNBC, Ray Dalio said he believes that populism is a great market concern in the current environment.

    By Sarah Sands
  • uploads///Picture
    Fund Managers

    Howard Marks Warns Investors to Be Cautious on the Markets

    Marks advised investors to be cautious and look at low-risk investments to safeguard their returns from possible future losses.

    By Sarah Sands
  • uploads///Federal Reserves
    Fund Managers

    Bill Gross: Central Bank Policy Distorts Capitalism

    Bill Gross said in his July 2017 Investment Outlook that central banks in major developed nations maintained an ultra-low monetary policy for nearly a decade.

    By Sarah Sands
  • uploads///US NPL to GL
    Financials

    Corporate Credit: Canary or Phoenix for US Economic Growth?

    It’s difficult to determine whether corporate credit is the phoenix or the canary in the coal mine for growth in an economy.

    By Surbhi Jain
  • uploads///ben bernanke additional tools
    Company & Industry Overviews

    Ben Bernanke: Monetary Policy Faces Diminishing Returns

    On April 11, former Fed Chief Ben Bernanke shared his thoughts on helicopter money. He talked about monetary policy tools that are available to spur growth.

    By Surbhi Jain
  • uploads///Standard Businss Cycle
    Financials

    Jeffrey Gundlach: Buy Mortgage REITs, Short Utilities

    Gundlach thinks that investors should short low volatility equity funds. People invest in them thinking that they’re safe, but they aren’t.

    By Surbhi Jain
  • uploads///cecaecfedded
    Consumer

    Carl Icahn Wouldn’t Invest in Valeant, although Bill Ackman Holds $567 Million in It

    In August 2015, VRX stock was at its historic peak of over $250. It is now below $25, as the stock has lost over 90% in the past year.

    By Surbhi Jain
  • uploads///soros top
    Financials

    Trump and Soros Expected a Brexit, Jeffrey Gundlach Did Not

    Billionaire investor Jeffrey Gundlach had positioned himself expecting Bremain to pass. Gundlach, however, sold off his newly acquired European stock positions before the Brexit results impacted the Market.

    By Surbhi Jain
  • uploads///volatility is good
    Company & Industry Overviews

    More Volatility Ahead—Can It Help Hedge Funds?

    Asset managers and hedge funds have made gains from Brexit. Macro strategies and shorting the pound or a rush to safe-haven gold have reaped gains for hedge funds.

    By Surbhi Jain
  • uploads///Market rally
    Fund Managers

    Why Pimco Thinks It’s Time for Investors to Be Cautious

    On Thursday, January 18, 2018, Pimco, one of the world’s largest asset management firms, said that investors should be cautious in the current market scenario.

    By Sarah Sands
  • uploads///US Non Farm Payrolls in December
    Macroeconomic Analysis

    US Non-Farm Payroll Results Miss Expectations

    US non-farm payroll data in December December non-farm payroll data indicated a slowdown in the US labor market (SPY) (VFINX) after a strong rise in November 2017. Non-farm payrolls stood at 148,000 in December, compared with 252,000 in November 2017. However, this figure didn’t meet the market expectation of 190,000. December highlights of the jobs report […]

    By Sarah Sands
  • uploads///Corporate Tax Rate of Various Countries
    Fund Managers

    Cooperman on How Trump Administration Could Affect Markets

    Many market participants are expecting that the market (SPY) (QQQ) could show a strong pullback if tax reform doesn’t happen.

    By Sarah Sands
  • uploads///US Non Farm Payrolls in September
    Macroeconomic Analysis

    US Non-Farm Payroll Dropped for the First Time in 7 Years

    The September non-farm payroll report indicated a fall in the US labor market (SPY) (VFINX) compared to August 2017.

    By Sarah Sands
  • uploads///US  Year treasury Yield Movement
    Fund Managers

    Howard Marks Says No Asset Looks Cheap in Present Scenario

    In an interview with CNBC’s Halftime Report on August 10, Howard Marks shared his views on market valuation, risk in the market, and FANG stocks.

    By Sarah Sands
  • uploads///US Consumer Price Index in July
    Macroeconomic Analysis

    Is Rising US Inflation Driving the S&P 500 Index?

    The US Consumer Price Index rose 0.1% in July 2017, compared with no change in June 2017, falling short of the market’s expectations of a 0.20% rise.

    By Sarah Sands
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