Negative rates on deposits would force Eurozone core banks to repay their...
There is concern among some Eurozone banks that the ECB may push the deposit rates on excess reserves into negative territory next year. In fact the 12-month EUR OIS rate (the so-called EONIA swap...
View ArticleJANA Partners Reveals New Activist Position in Oil States International
Barry Rosenstein's hedge fund JANA Partners today filed a 13D with the SEC revealing a brand new position in Oil States International (OIS). Per the filing, JANA now owns 9.1% of the company with...
View ArticleDavid Einhorn’s Sohn Conference Presentation: Oil States International (OIS)
We're posting up notes from the Ira Sohn Conference 2013 in New York. Next up is a summary of the presentation from David Einhorn of Greenlight Capital. He presented a long of Oil States...
View ArticleNotes From Ira Sohn Conference 2013: Einhorn, Druckenmiller, Eisman & More
Today we present notes from the 2013 Ira Sohn Conference in New York. The 18th annual event featured top hedge fund managers presenting investment ideas and the proceeds from the event benefit...
View ArticleIn Good Company
By Chris DeMuth Jr.: In Good Company How Value Investing Looks: How Value Investing Feels: (click to enlarge) Good value investing can be a lonely exercise. A key principle at Rangeley Capital is that...
View ArticleProfessional Forecasters and the June 2013 FOMC Meeting
Preparing for Takeoff? Professional Forecasters and the June 2013 FOMC Meeting Richard Crump, Stefano Eusepi, and Emanuel Moench Following the June 18-19 Federal Open Market Committee (FOMC)...
View ArticleJANA Partners Exercises Calls on Oil States International
Barry Rosenstein's hedge fund JANA Partners has filed a Form 4 with the SEC regarding shares of Oil States International (OIS). Per the filing, JANA has exercised 10,000 call options and converted...
View ArticleRate hike expectations in the UK shift further into 2015
The UK's latest inflation report has shifted the expectations of the first rate hike by the Bank of England.The Guardian: - August inflation report laid bare the dilemma over the timing of the first...
View ArticleEinhorn’s Greenlight Capital Files 13D on Civeo
David Einhorn's hedge fund firm Greenlight Capital has filed a 13D on shares of Civeo (CVEO). Per the filing, they now own 9.99% of the company with over 10.65 million shares.This means they've...
View ArticleDisinflation spreads to the UK
Italian consumer inflation remains in the negative territory (see chart), as the nation's economy struggles to grow. But Italy is not unique - the rest of the world is catching the Eurozone's...
View ArticleJANA Partners Blows Out Of Civeo Position
Barry Rosenstein's activist hedge fund firm JANA Partners has filed a Form 4 and 13D with the SEC regarding shares of Civeo (CVEO). Per the filing, JANA Partners no longer owns any CVEO shares.The...
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