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HIGHLIGHTS OF CREDIT SUISSE’S BLOCKCHAIN 2.0 RESEARCH ARTICLE

We recently read through the 100 page report entitled “Bitcoin 2.0” written by the wonderfully insightful and hardworking team at Credit Suisse:  Charles Brennan, Brad Zelnick, and Mathew Yates.  [...]

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MOMENTUM’S 5 YEAR RUN NEEDS A WASH OUT

I looked at the performance of the iShares US Momentum ETF (MTUM) vs the iShares US Value ETF (VLUE).  These two ETFs are smart beta plays on traditional Fama-French factors.  These factors have [...]

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HEDGE FUNDS HAVE OUTPERFORMED STOCKS AND BONDS ON RISK-ADJUSTED BASIS

New research jointly conducted by Preqin, a leading alternative asset data provider, and the Alternative Investment Management Association (AIMA), the global representative of alternative [...]

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ONLINE PRICE SHOPPING AND GLOBAL LABOR POOLS CONTRIBUTE TO LOWER INFLATION

I was interested in looking into why inflation stayed so low in the US in the face of low rates and low unemployment.  I’ve heard people ponder that a global labor pool and online shopping [...]

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OPEC: CYNICAL THOUGHTS

I am very skeptical of OPEC’s ability to actually curtail production. OPEC agreed on Wednesday to cut production by 1.2 million barrels per day and bring the ceiling of production to 32.5 million [...]

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CHINESE CAPITAL FLOWS

Over the weekend, both the NY Times and the WSJ reported on capital flows into and out of China.  The NY times reports on the Shenzen Connect, which is a system that makes it much easier for [...]

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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 [...]

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CO-SOURCING: HOW THE MODERN COO CAN BUILD WORLD CLASS INFRASTRUCTURE AT AN AFFORDABLE COST

Introduction: The capital raising environment for hedge funds is as challenging as ever, and hedge funds that are looking to attract institutional investors (currently the largest source of [...]

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POWERFUL US OIL PRODUCTION TREND TO SAVE THE WORLD

This one powerful trend could lower personal and corporate tax rates in America, help balance budgets, keep corporations onshore, and limit the power of Russian and Sunni Extremist. In [...]

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