from Breakingviews:

BNY Mellon spat hints at activism getting crowded

March 13, 2015

By Richard Beales

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

from Breakingviews:

Fresh flames rise from Sealy’s ever-burning bed

February 17, 2015

By Stephanie Rogan

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

from Breakingviews:

Drugmakers unlikely candidates for next big short

February 11, 2015

By Robert Cyran

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

from Breakingviews:

U.S. insider trading cops risk pasting from bench

January 30, 2015

By Reynolds Holding

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

from Breakingviews:

Overreaching enforcers redraw insider trading line

December 11, 2014

By Reynolds Holding

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

from Morning Bid with David Gaffen:

The Market’s Silly Season

December 4, 2014

The meaningful part of the year is drawing to a close (near as I can see it, there's tomorrow's jobs report, the Fed meeting in two weeks, and, yep, that's about it), and as we head into the silly season for happenings in our markets, here's a laundry list of oddball things to consider:

from Breakingviews:

Steve Cohen’s loot could land in undeserving hands

November 11, 2014

By Reynolds Holding

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

from Morning Bid with David Gaffen:

Simple Tricks and Nonsense

October 10, 2014

Heading into the end of a violent week and ahead of a slew of earnings reports, the market has swung from one extreme to another, as the average daily move in the S&P 500 rises dramatically, as futures promise another big drop at the open Friday, and as investors try to take stock of what's happening here in their beloved stock market.

from Breakingviews:

Sears’ Canada stake sale merits a discount

October 3, 2014

By Kevin Allison

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

from Counterparties:

Trimming the hedge funds

By Jordan Fraade
September 16, 2014

The California Public Employees Retirement System is getting out of hedge funds. Calpers’ decision to divest the $4 billion it had in hedge funds (of about $300 billion total) isn’t exactly a surprise, since members of the organization openly expressed doubts about the investment strategy last year. But Calpers’ reputation as the gold standard among public-employee pension funds may portend changes in the way smaller pension funds invest their money.