Strategic Information Service
Contributor's Links: AllAboutAlpha.com

AllAboutAlpha.com is an online strategic information service for the asset management and hedge fund industries. Like a research firm, we immerse ourselves in the latest academic research, scan the headlines and provide subscribers with what we think they need to know as the asset management ... more

ALL CONTRIBUTIONS

Distressed Debt: What Happens When The Tree Stops Growing?
Distressed debt markets have four themes emerging. These themes add up to an opportunity for investors to pick up on the distressed debt that is being and will be created.
Read
Who Killed The Brokaw Paper Mill? Not The Usual Hedge Fund Suspects
A new paper looks at the “Brokaw bill” of 2016 and at the facts said to have motivated it. This turns out to be an object lesson in how scary hedge funds are to legislators, and they do to try to keep them away.
Read
Eurekahedge: Hedge Funds Failing To Perform In 2018
The newest Eurekahedge report says that hedge funds globally are experiencing their worst year since 2008. They are down -2.15% for 2018 to date and in the first 10 months of 2008 they were down a full 9.55%.
Read
The Rise Of The Net Short Debt Activist
A new sort of debt investor has appeared on the scene recently and this new activism defies the old mold. The activists in question buy long corporate debt in order to assert defaults and in this way to profit on a short position.
Read
Volatility & Creative Destruction: Some Pieces Of The Larger Puzzle
We are seeing a long expansion getting old, and it is natural to wonder about the timing of the next contraction.
Read
50 Years Of Put-Call Parity
Next year will be 50 years since Hans R. Stoll came out with “The Relationship between Put and Call Option Prices,” establishing the principle of put-call parity. So 2018-19 is a good time for retrospectives, one of which will be our focus today.
Read

STOCKS I FOLLOW

AAPL Apple Inc.
AOL AOL Inc. (now part of VZ)
BAC Bank of America Corporation
CSMA Credit Suisse Exchange Traded Notes
CZR Caesars Entertainment
DB Deutsche Bank AG
DBJP DBX ETF Trust
DXJ WisdomTree Japan Total Dividend Fund
EDC Emerging Markets Bull 3x Shares
EEM iShares MSCI Emerging Markets Index
EIS iShares MSCI Israel Capped Investable Market Index Fund
EWJ iShares MSCI Japan Index Fund
FOX Twenty-First Century Fox, Inc. Class B
FOXA Twenty-First Century Fox, Inc. Class A
KKR KKR & Co. L.P.
MNA IQ ARB MERGER ARBITRAGE ETF
REM iShares FTSE NAREIT Mortgage REITs Index Fund
REZ iShares FTSE NAREIT Residential Index Fund
VWO Vanguard FTSE Emerging Markets ETF
Load More

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications