from Breakingviews:

A fat and happy GM is a dangerous company

February 12, 2015

By Rob Cox

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Markets Forum Dashboard:

‘L’exquisite Douleur’ of lower oil prices, Canadian style

January 13, 2015

As oil prices continue to slide to even lower lows, market strategists are beginning to wonder when the fallout will begin to make itself known in earnest in oil-producing nations.

from Breakingviews:

Proxy fight as much about Peltz’s Trian as DuPont

January 9, 2015

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Global Markets Forum Dashboard:

Hedge fund pool shrinks as assets grow, clients still bet on alpha – Steinbrugge

December 11, 2014

The hedge fund industry is on track to finish out the year both with record assets and a huge chunk of fund closures. Of the 240 funds launched in the third quarter 200 were liquidated, according to data from Hedge Fund Research. Year-to-date through September's end, there were 814 launches and 661 liquidations, HFR data showed.

from Global Markets Forum Dashboard:

Equity bull market ongoing as Fed interest rate raise “years away” – Cumberland’s Kotok

December 3, 2014

The Dow Jones Industrial Average hit a record high for the third straight day this week. The S&P 500, since breaking the 2,000 level on Oct. 31 has since remained above that level.

from Global Markets Forum Dashboard:

Marginal oil producers, gold investors heed caution ahead of OPEC meeting

November 13, 2014

Oil markets made history this week as Brent crude prices dipped below $78 to a four-year low. This comes ahead of a meeting by members of the Organization of the Petroleum Exporting Countries on Nov. 27th.  Up for debate is whether or not Saudi Arabia, OPEC’s largest producer, will decide to cut production.

from Global Markets Forum Dashboard:

Activist investors don’t wait for red to sell

October 15, 2014

Stocks bleeding red are generally a good play for a short seller, who is betting on falling values. Yet activist investors do not wait for rattled markets the likes of which befell markets on Wednesday to sell short a particular company’s stock. Embedded in their sales pitch are well-crafted theories that attempt to challenge Wall Street’s sell-side mentality and, with that, reap a potential cash windfall.

from Global Markets Forum Dashboard:

GMF @HedgeWorld West, World Bank/IMF and Financial & Risk Summit Toronto 2014

October 3, 2014

(Updates with guest photos and new links).

Join our special coverage Oct. 6-10 in the Global Markets Forum as we hit the road, from the West Coast to Washington to the Great White North.

from Global Markets Forum Dashboard:

Billionaire fund managers pick stocks amid scarce macro investing themes – Sohn Conference

May 8, 2014

Billionaire hedge fund managers are still feeling a polar vortex-like chill even as spring emerges. One by one, they lamented the lack of “macro” ideas that investors can pin their returns on this week at the annual Sohn Investment Conference in New York.

from Global Markets Forum Dashboard:

Bitcoin regulations could come as early as summer – NY regulator

May 1, 2014

Benjamin Lawsky, Superintendent of the New York State Department of Financial Services

Benjamin Lawsky, Superintendent of the New York State Department of Financial Services