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EMPLOYMENT COST IS ON THE RISE, YIELDS FINALLY REACTING

Today’s US employment cost index showed a significant gain for Q1 of 2015, at 2.6% YoY.   Labor markets are getting tighter and we are seeing this show up in wage inflation.  Better late [...]

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HEDGE FUND ACTIVISM, CORPORATE GOVERNANCE, AND FIRM PERFORMANCE

Interesting long term study of the affects of activism linking it to returns of stocks. Link to Paper Hedge Fund Activism, Corporate Governance, and Firm Performance Alon Brav, Wei Jiang, Frank [...]