Blogs

Many fear hedge funds are pushing up crude oil prices prematurely, which will lead to a renewed crash when the bubble bursts, as it did after the last big run-up in prices between January and May 2015. John Kemp argues that hedge funds and speculators are not driving the recent rally in oil prices. That’s a pretty stark argument from a very good piece in January by F. William Engdahl, who argued in January that 60% of today’s oil price is driven by speculation.
Donald Trump and Hillary Clinton may have very little in common, but Barry Allan, vice chair of mining for Mackie Research Capital, says if either moves into the White House, the U.S. dollar will fall and gold will rise. A higher gold price bodes well for gold equities, and in this interview with The Gold Report, Allan and his colleague Ryan Hanley share the names of some of their top picks for this environment.
“If you're an activist investor, a hedge fund or a billionaire, what you're trying to to is to force that company to make a certain amount of money every three months. And you want them to squeeze everything they can every year out of them so you can sell your stock in a year and a day and pay a lower tax rate.”

“The trusts funneled millions of dollars over the years into various offshore investment vehicles through a Heinz trust called the “Heinz Family Commingled Alternative Investment Fund.”

When historians look back on the debate of whether Harriett Tubman should replace Andrew Jackson on paper money, they will list this somewhere on the list of things that mattered to our national downfall next to “Why were Americans drinking so much coconut water in 2016?”
Here’s what’s happening in the hedge fund and alternative investment space today…
The Obama administration was delivered a massive blow in its effort to regulate the financial industry. A judge struck down the “Too Big to Fail” designation of MetLife Corp. (MET) as a company that is "systemically important" to the U.S. economy. Shares of MET stock jumped more than 5%, as the designation would have brought the company under the regulatory eye of the Federal Reserve and would have changed its capital requirements to far more conservative levels.
The simple and easy to understand chart shown below quite clearly illustrates why the Fed has no option but to lower interest rates. Central bankers worldwide have already embraced negative rates, so it is just a matter of time before our central bankers are forced to walk down the same path.

The October 2015 release of the National Futures Association’s (NFA) Interpretive Notice for cyber security should not have come as a surprise to NFA members.

The big news this week is a report that activist hedge fund Starboard Value is pushing to remove the entire board of directors at Yahoo! Inc. The Wall Street Journal first reported on a letter that indicates Starboard is preparing to nominate nine directors to the company's board of directors, as the hedge fund remains discontent with the turnaround effort under CEO Marissa Mayer. This would be the largest company to ever have its full board of directors replaced by an activist investor.