Credit Suisse Hedge Fund Indexes Performance data for Nov 2013

Mar 2015 Feb 2015 YTD 1 Year Avg Index / Sub Strategies Currency Value ROR Value ROR Return Return Annl* Std Dev* Sharpe* Credit Suisse AllHedge Index USD 135.96 0.39% 135.43 0.93% 1.79% 3.20% 2.97%…


Wall Street will be obsessed with Wed Fed Meeting

If I had to call it, I'd say buy the tapering.  But we don't trade the market we trade in individual ideas.  None the less the market has been week due to its preoccupation with Fed easy money and a…


Dollar bulls predict mini-taper on Bernanke’s ‘twilight cruise’

  Sunday, 15 Dec 2013 | 5:02 PM ET CNBC's Sri Jegarajah takes you through the results of this week's forex sentiment survey. Dollar bulls are betting the Federal Reserve will start cutting…


U.S. 15-Year-Olds Slip in Rankings on International Exams - WSJ.com

By STEPHANIE BANCHERO CONNECTUpdated Dec. 3, 2013 7:12 a.m.ET I just returned from 10 days in China.  The last part of the trip we visited a family friend and former intern of mine, Max Leary.  Max…


All for One: Xi Jinping and China's New Deal - WSJ.com

All for One: China's New Deal What appears to be the country's generous new bargain is actually a move to strengthen the state By ANDREW BROWNE CONNECT Updated Nov. 22, 2013 7:53 p.m. ET China…


China notes 11-25-2013

I am on a short 10 day trip through China's major cities, Beijing, Shanghai, and Hong Kong. I wanted my kids to get a sense of the Asian imperative, the thousands of bright ambitious young Chinese…


11-22-13

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Chairman of Board Dresser Rand buys $3.1 million in stock while price plunges

If insiders are the smart money, no one told that to the Chairman of the Board,  William Macaulay as he bought $3.1 million dollars worth of stock nearly 7% higher than where it closed on Tuesday…


Current Account: Benefits of Studying Insiders' Trading Patterns - WSJ.com

One of my favorite clients sent me this article.  This is something we have known to be true for a long time of course as we are the"insider's fund".  What is conspicuously absent from the…