Beachhead Capital Management has published a white paper on what it calls the “second generation of liquid alternatives.” To begin at the beginning, “liquid alternatives” are investment products, available to retail investors, for example through mutual funds or ETFs, which are designed to provide the diversification and absolute-return benefits typically associated with hedge fund strategies. […]

Based upon projections for 2017, it would appear as if the global bond markets have once again surpassed expectations. Indeed, following the U.S. election and the subsequent rate hike by the Federal Reserve (Fed) in December, the “student body right” mentality among investors was that the fixed income asset class could have its share of difficulties in 2017. While […]

Piper Jaffray analyst Nicole Miller Regan tells investors to add to Chipotle Mexican Grill positions even with the stock up 3%, or $13.44, to $485.20 post last night’s earnings release. The company reported “solid” Q1 earnings and reiterated its unit-level economic model, Regan tells investors in a research note. She believes a series of steady […]

Here’s some Tuesday afternoon humor for you. So the latest CFTC positioning data (out last Friday and current through last Tuesday) showed that specs (so basically, hedge funds) went all-in-er-er on bearish small-cap bets to levels last seen in September of 2014. Specifically, specs were net short Russell 2000 minis by ~71k contracts on April 18. That marked 11 out of 12 weeks […]

  Analysts tend to lean away from more bearish ratings as it can sour corporate relations and- in extreme cases- even lead to dismissal: see Mike Mayo and Adnaan Ahmad as two warning cases. “My views have been controversial in the global tech space and I have taken a fair amount of abuse” Ahmad said […]