from Breakingviews:

Eddie Lampert is more whaling captain than hedgie

August 29, 2016

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

from Breakingviews:

Cox: Who’s the Chinese buyer we’ve never heard of?

By Rob Cox
April 14, 2016

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

from Breakingviews:

The Exchange podcast: Rise of shareholder activism

March 10, 2016

Hedge fund manager Jeff Gramm pops over to Times Square to discuss his new book, "Dear Chairman," which chronicles eight decades of pushy investing from Benjamin Graham and Warren Buffett to Carl Icahn and Dan Loeb, and what this history means for markets now and in the future.

from Morning Bid with David Gaffen:

A Turn for Tuesday

March 8, 2016

Call it Turnaround Tuesday here after investors had rediscovered something of a new era of good feelings of late, with the S&P 500 hanging in there at the 2000 level, bond yields reaching heights not seen in a solid month (yes, that’s not that long), and even a modest widening in the spread between the two-year and 10-year yields, to about 100 basis points. Oil was actually sniffing around $40 a barrel as well.

from Breakingviews:

Review: A love letter to shareholder poison pens

March 4, 2016

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

from Breakingviews:

Ambac getting right pressure from wrong place

March 3, 2016

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

from Breakingviews:

Argentina’s Macri puts money where his mouth is

February 8, 2016

By Reynolds Holding and Martin Langfield

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Breakingviews:

Ackman inadvertently makes case for index funds

January 28, 2016

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

from Morning Bid with David Gaffen:

Top Markets Stories of 2015

December 22, 2015

It’s been an interesting year, and the volatility we saw strikes some as a harbinger, with more divergence in monetary policy and the long-anticipated beginning of a Fed tightening cycle careening into the collapse of oil, setting up for an eventful 2016. For now, though, here’s a look at the top 10 stories in the markets over the past year:

from Breakingviews:

Argentina and Elliott give peace a chance in 2016

December 21, 2015

By Reynolds Holding and Martin Langfield

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.