News > All

Gold shorts ease off record high, but oil bulls go AWOL
Hedge Funds
"Oil God" Andy Hall may be massively bullish on crude, but according to Reuters, bullish bets on oil have never been this low: Data from the U.S. Commodity Futures Trading Commission (CFTC) showed that money managers, including hedge funds and other big speculators, cut their net longs in U.S. crude oil futures by 12,117 contracts during the week to Dec.
Weekend Scan: Here comes Fed Week; Dan Loeb goes after Dow Chemical CEO
Capital Markets
Updated throughout the day December 13, 2015 Hold on tight, it's Fed Week. The Federal Reserve will be meeting on Tuesday and Wednesday, and most people are expecting an interest rate rise for Christmas. Many analysts say not to look to past rate rises for market predictions this time around. There have been very, very few times rates have risen
The topic we should all be paying attention to (in 3 charts)
Capital Markets
As the December Federal Reserve (Fed) meeting nears, discussions and speculation about the precise timing of Fed liftoff are certain to take center stage. But while I’ve certainly weighed in on this debate many times, I believe it’s just one example of a topic that receives far too much attention from investors and market watchers alike. The Fed has been
GMO quarterly letter
Capital Markets
Give Me Only Good News! Jeremy Grantham “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” (Attributed to Mark Twain) It takes little experience in the investment business to realize that investors prefer good news. As a bear in the bull market of 1999 I was banned from
And the top VCs for tech exits in 2015 are...
Venture Capital
2015 has been a rough year for VC exits in the tech space, especially when it comes to IPOs, but two firms have still managed to come out top: San Francisco's SV Angels, and Intel Capital. According to CB Insights, the former ranks top for having exited the most companies in 2015 year-to-date (YTD), while the latter ranked as the most
This industry is set to post record profits on lower oil costs
Asset Management
Everyone knows there are winners and losers in any bear market, including the recent commodity rout. Low crude oil prices have definitely hurt explorers and producers. Airlines, on the other hand, appear to be thriving. According to the International Air Transport Association (IATA), a global airlines trade group, the industry is set to post a collective $33 billion in net
Video: Bill Gates' favorite books of 2015
Bill Gates shares his list of best books he read in 2015: “Eradication” by Nancy Leys Stepan, “Thing Explainer” by Randall Munroe, “Sustainable Materials With Both Eyes Open” by Julian Allwood and Jonathan Cullen, “Mindset” by Carol Dweck, “Being Nixon” by Evan Thomas, and “The Road to Character” by David Brooks. Photo: collectmoments
Who will dominate the retirement advice business?
In the way Amazon dominates the book-selling business, a financial-service provider will emerge as the leading provider of retirement-income strategies. Here is how to assemble a full business model and my predictions about which companies have the best chance to take over. The retirement advice business is fragmented, inefficient and serves only a small segment of the population. It’s a
The 16 things you should know about Third Avenue's shuttered fund and its manager
Asset Management
Here are the 16 things you should know about portfolio manager Thomas LaPointe and Third Avenue Management's Focused Credit Fund. The distressed-debt fund shocked investors last week by shutting the door to withdrawals and announcing it would be shut down. The news leaves a black mark on the reputation of Martin Whitman, the renowned value investor, who founded Third Avenue
The Week Ahead: Decision time for the Fed; CPI numbers galore
Capital Markets
All times GMT No question about what dominates the week's economic calendar. The time for waiting is almost over, the U.S. Federal Reserve will announce its interest rate decision on Wednesday.  Economists surveyed by The Wall Street Journal (paywall) overwhelmingly expect the central bank to raise its benchmark interest rate for the first time since 2006, reflecting the slow but steady progress