THE MUTUAL FUNDS AT 100: IS IT BECOMING OBSOLETE? / THE FINANCIAL TIMES BIG READ

The mutual fund at 100: is it becoming obsolete? They enabled millions to invest in the stock market but newer, nimbler products are reshapi...

BLACKSTONE, INFLECTION POINTS AND THE Z.1 / CREDIT BUBBLE BULLETIN

Blackstone, Inflection Points and the Z.1 Doug Nolan  I’ve been eagerly anticipating the Fed’s Q3 Z.1 report.  As expected, Credit growth sl...

BEHIND THE MYSTERIOUS DEMISE OF A $1.7 BILLION MUTUAL FUND / THE WALL STREET JOURNAL

Behind the Mysterious Demise of a $1.7 Billion Mutual Fund An analysis of Infinity Q Diversified Alpha Fund’s disclosures reveals misvaluati...

HEDGE FUNDS AND MUTUAL FUNDS CONVERGE ON U.S. STOCK HOLDINGS / THE FINANCIAL TIMES

Hedge funds and mutual funds converge on US stock holdings Ownership overlap increases risk of crowded trades, which can lead to large los...

VOLATILITY COULD CAUSE MORE PAIN AS FUNDS BETTTING ON QUIET SELL DOWN STOCKS / THE WALL STREET JOURNAL

Volatility Could Cause More Pain as Funds Betting on Quiet Sell Down Stocks Computer-driven funds amassed big equity positions while marke...

GOVERNMENT PROBES FIDELITY OVER OBSCURE MUTUAL-FUND FEES / THE WALL STREET JOURNAL

Government Probes Fidelity Over Obscure Mutual-Fund Fees Boston-based firm characterizes so-called infrastructure fee as solution to ‘brok...

WHY INVESTORS NEED CAUTION IN $1TRILLION LOAN MARKET / THE WALL STREET JOURNAL

Why Investors Need Caution in $1 Trillion Loan Market The market for risky loans often used in buyouts has ballooned on investor demand ...