Monthly Archives: January 2017

(Harvest) Long-time readers know this blog tracks the the year-over-year growth rate of the forward SP 500 estimate, which dollar estimate is given weekly by Thomson Reuters I/B/E/S, “This Week in Earnings.” To read this article:

(Harvest) The real disappointment has been Energy since it was almost exactly one year ago that the price of crude oil dropped to $28 per barrel, which means that we’ve seen a roughly 90% – 100% increase in the price […]

(Harvest) Risk management has taken the money management business by storm. If you run money, you have to say that you control volatility and manage the risk. It is the equivalent of saying, “I love my mother and apple pie.” […]

(Bloomberg) Burned by failed deals, poor returns and client withdrawals, hedge fund managers needed a home run.With each passing day last week, as a Johnson & Johnson corporate jet remained mostly parked a short drive from Actelion Ltd. headquarters near […]

(FINalternatives) Asian-focused private equity fundraising faltered last year, as buyout, growth and venture capital all saw fewer funds closed and less capital raised for the second straight year, according to new research from alternatives industry data provider Preqin. To read […]

(Reuters) Seattle-based financial technology startup LendingRobot is launching an automated hedge fund that will invest exclusively in loans originated on peer-to-peer (P2P) lending platforms, the company said on Thursday. Similarly to online investment startups known as “robo-advisors,” the new fund […]

(Bloomberg) Getting the weather right was key to Nordic electricity investment companies posting bigger returns than most hedge funds last year. Nordic Power Trading in Kolding, Denmark, led gains with a 15 percent return, followed by Shepherd Energy Portfolio in […]

(New York Post) Jeffrey Katzenberg is not a fan of vowels. The former Tinseltown studio boss is starting an investment fund called WndrCo LLC, according to a Securities and Exchange Commission filing on Thursday. The 66-year-old entertainment-sector heavyweight has already […]

(New York Post) Embattled hedgie Bill Ackman dropped some hints Thursday about his two latest investments — but didn’t go so far as to name names. The Pershing Square founder invested roughly $436 million, or 4 percent of his fund’s […]

(Bloomberg) Five Credit Suisse Group AG bankers who reneged on agreements to join Jefferies Group LLC this month could face demands that they pay more than $10 million to their scorned suitor….The bankers signed contracts with Jefferies that left some […]

(Bloomberg) After losing $2 billion last year while markets mostly moved higher, Harvard Management Co. announced big changes in the way it oversees the world’s largest university endowment. Kicking off the new era, it is getting rid of half of […]

(New York Times) With a change of administration in the United States ushering in uncertainty, this may be an unusual time for an American investment firm to bet on emerging markets. Yet San Francisco-based Rise Capital, founded by Nazar Yasin, […]