This content is from: Corner Office The Ferocious, Well-Heeled Battle Against the SEC’s New Rules on Hedge Fund Activism A new institute with hedge fund backing joins Elliott, Pershing Square, Third Point, and others in opposing tougher disclosure rules for stock and swaps positions. By Michelle Celarier June 21, 2022
This content is from: Portfolio Ray Dalio Says Stagflation Is Coming The Fed’s policies “have not been good,” leaving the central bank with few options, according to the Bridgewater Associates founder. By Michelle Celarier June 21, 2022
This content is from: Portfolio J.P. Morgan’s Michael Cembalest Says Dimon’s ‘Hurricane’ Has Already Hit The chief market and investment strategist of J.P. Morgan Asset Management offers a eulogy for growth stocks. By Michelle Celarier June 13, 2022
This content is from: Portfolio Despite Market Rout, Hedge Funds Hold Steady With SPACs Marshall Wace, Saba Capital, and Millennium Management all add to their holdings amid the shakeout. By Michelle Celarier May 31, 2022
This content is from: Portfolio Bill Ackman Says the Fed Needs to Be More ‘Aggressive,’ Citing Specter of Stagflation “Are we going to find ourselves in a late 70s, early 80s period and have to have a Paul Volcker response?” he asked on a call with investors Monday. By Michelle Celarier May 23, 2022
This content is from: Portfolio Short Sellers Clean Up in Market Rout Online used car seller Carvana was the best performing short over the past 30 days. By Michelle Celarier May 18, 2022