March 25, 2019– U.S. Treasury yield inverts: Is this a bad omen for the stock market? (more…)
Mike KessleringMarch 25, 2019
March 18, 2019– Barrick & Newmont joint venture: Was Barrick’s hostile bid just a ploy? Oaktree goes BAM. Did Howard Marks just call a market top? Boeing 737 aircraft suffers tragic crash. What are the implications? HEXO acquires Newstrike in $260 million deal. More…
Mike KessleringMarch 18, 2019
March 12, 2019 - Growing up on the Canadian prairies, like most kids, I played hockey. I was a left-winger and had a penchant for scoring goals (what kid doesn’t?). For what I lacked in size and skill, I tried to make up in cherry-picking…
JulianMarch 12, 2019
March 11, 2019 - Jobs, jobs jobs! Canada vs U.S. head-to-head analysis of February job gains. (more…)
Mike KessleringMarch 11, 2019
March 8, 2019 - The Canadian market for ‘liquid alts’ could grow to be worth $20 billion. By Victor Ferreira for the Financial Post. Canadian retail investors looking for exposure to hedge-fund like strategies that can involve leverage and short-selling are being inundated with new…
JulianMarch 11, 2019
March 6, 2019 - I spent a recent Sunday afternoon reading “Merger Masters: Tales of Arbitrage” by Kate Welling and Mario Gabelli. The book explores how top merger arbitrage practitioners execute this storied investment strategy. A Primer on Merger Arbitrage Merger arbitrage, commonly known as…
JulianMarch 6, 2019
March 4, 2019 - Hostile takeovers - what are they and how do they work? (more…)
Mike KessleringMarch 4, 2019
February 27, 2019 - Accelerate Financial Technologies Inc. (“Accelerate”) is pleased to announce that it has launched the “Absolute Return Podcast”, your source for stock market analysis, global macro musings and hedge fund investment strategies. Guided by Accelerate Founder and CEO, Julian Klymochko and VP…
JulianFebruary 27, 2019
February 26, 2019 - The 2018 NACUBO-TIAA Study of Endowments was recently released. This study looks at the asset allocation of 802 U.S. college and university endowments and foundations, representing approximately $617 billion in professionally managed financial assets. NACUBO’s study looks at each endowment’s asset…
JulianFebruary 26, 2019
