Archive for June, 2012

Will Funds Return to Europe?

June 29, 2012

Chidem Kurdas

In a way it’s a chicken-and-egg story. Fund managers (more…)

Pharma Trades Not Deterred by Uncertainty

June 26, 2012

Chidem Kurdas

Despite legal and market challenges, pharmaceutical and biotech stocks remain a wellspring of investment strategies. A popular play recently (more…)

Goldman Bond Follow-up Re European Crisis

June 22, 2012

The Goldman Sachs commentary on volatility in the junk bond market, (more…)

Goldman on Bond Market Volatility

June 20, 2012

Goldman Sachs credit managers expect sharp (more…)

Allen Stanford Performs Another Trick

June 15, 2012

Chidem Kurdas

A lot of conmen are magicians, says John Tonsick, a forensic accountant and founder of Fraud Solutions. Yesterday in a Texas courtroom Robert Allen Stanford certainly tried to pull off another trick —his last chance before he was sentenced to 110 years for a $7-billion-plus fraud. (more…)


Winton, Quants and European Crisis

June 11, 2012

Chidem Kurdas

Suppose there is a chaotic Greek exit from the euro zone, with steep declines in equity markets. In that case (more…)

Chanos Holds China Despite “Quicksand”

June 5, 2012

Chidem Kurdas

Jim Chanos is one of the very few managers who has succeeded over the long term with a predominantly short strategy. What’s his secret? (more…)