AAA Newsreels

Newsweek: Is This Nakamoto the Nakamoto?

Mar 13th, 2014 | Filed under: AAA Newsreels, Currencies, Technology, Today's Post

The dust-up over Newsweek's recent article on bitcoin's real or alleged founder is great fun, and will do bitcoin itself no harm.


Europe: Hadrian’s Wall and the Big Picture Today

Mar 10th, 2014 | Filed under: AAA Newsreels, Alpha Hunters, Currencies, Today's Post

My own quite speculative view is that Europe as a project is coming apart, and that some of the constituent nations may split into underlying parts in the process, but that this is happening slowly and messily so the world is as yet far from seeing any new equilibrium.


California says “no” to “Prop 19,” but grass is still greener on that side

Nov 7th, 2010 | Filed under: AAA Newsreels, Today's Post

AllAboutAlpha.com was broadcasting from the “Left Coast” of the United States last week.  We met with purveyor of gloom, boom & doom Marc Faber at a Los Angeles CAIA event, got stuck in the San Francisco Giants World Series victory parade,  went to Sacramento along with California’s new “Governator,” Jerry Brown (okay, not that new, […]


Newsreel: Fees – the volcanic ash cloud hanging over Hedgistan

Apr 25th, 2010 | Filed under: AAA Newsreels, Investment Management Fees, Today's Post

Like the ubiquitous volcanic ash cloud story, the hedge fund fee story kind of floats around for a while, then reemerges without warning to steal the headlines.


Flotsam and Jetsam that raise some lingering questions

Jan 17th, 2010 | Filed under: AAA Newsreels, Today's Post

Today, we revisit a few notable news items that raised some interesting questions over the past week or two.


Holiday Newsreel

Dec 27th, 2009 | Filed under: AAA Newsreels, Today's Post

Here's a selection of news from the cutting room floor.


A cornucopia of scrumptious news

Nov 24th, 2009 | Filed under: AAA Newsreels, Today's Post

All the news that's fit to eat this Thanksgiving.


Summer of 1000 Posts: Alternatives in the Mainstream

Aug 30th, 2009 | Filed under: AAA Newsreels, Featured Post, Today's Post

Today, we bring you the final installment of our “Summer of 1,000 Posts” (more…) This week we’ll be looking at alternative investments in the mainstream by pulling from our archives of posts on media coverage of hedge funds and hedge fund investing for retail investors.  Enjoy. Report shows that some wounds recently suffered by wealth […]


Summer of 1000 Posts: Institutional Investing

Aug 23rd, 2009 | Filed under: AAA Newsreels, Featured Post, Today's Post

Today, we bring you another installment of our “Summer of 1,000 posts” (more…) This week’s sampling from our archives covers the topic of Institutional Investing… Shipping as an alternative investment Thought shipping was just a global growth play?  Apparently, it depends on how you measure it. BCG Forecast: Institutions to seek “innovative products” such as […]


Summer of 1000 Posts: Hedge Fund Regulation

Aug 16th, 2009 | Filed under: AAA Newsreels, Academic Research, Featured Post, Today's Post

Today, we bring you another installment of our “Summer of 1,000 Posts” (more…) This week’s sampling from our archives covers the topic of Hedge Fund Regulation… Hedge Fund Standards Board issues rules on how to exit crowded theatres when someone yells “Fire!” Here’s a set of safety instructions every movie usher needs to have. “Libertarian […]


Summer of 1000 Posts: CAPM/ Alpha Theory

Aug 9th, 2009 | Filed under: AAA Newsreels, Featured Post, Today's Post

Today, we bring you another installment of our “Summer of 1,000 posts” (more…) This week we’ll be looking back through our archives to cull posts on the topic of CAPM/Alpha Theory… How Hollywood, lotteries and mutual funds show that all risk is relative Since the birth of the CAPM, empirical evidence has been uncooperative – […]


Summer of 1,000 Posts: Portable Alpha and Alpha/Beta Separation

Jul 26th, 2009 | Filed under: AAA Newsreels, Featured Post, Today's Post

We had our official archivist pour over the first 1,000 posts to be published at AllAboutAlpha.com in order to bring you a selection of posts on the topic of Portable Alpha and Alpha/Beta Separation.


Newsreel: Rebounds, social markets, Saskatchewan and the “Triple Lindy”

Jul 20th, 2009 | Filed under: AAA Newsreels, Academic Research, Today's Post

E.M.H. R.I.P. W.T.F? In an ironic twist, the Economist suggests that financial engineering (and by extension the hedge funds built with its outputs) are built on the shoulders of the efficient market hypothesis.  Yet the much ballyhooed demise of the EMH should, in theory, pave the way for skill-based, alpha-centric returns.  In fact, the newspaper […]


Summer of 1,000 Posts: Hedge Fund Industry Trends

Jul 5th, 2009 | Filed under: AAA Newsreels, Featured Post, Today's Post

We had our official archivist pour over the first 1,000 posts to be published at AllAboutAlpha.com in order to bring you a selection of posts on the topic of Hedge Fund Industry Trends.


Newsreel: “Subscription gates”, Darwin and free trade in hedge funds

Jun 21st, 2009 | Filed under: AAA Newsreels, Academic Research, Today's Post

We’re in Chicago this week for the Managed Funds Association’s Forum 2009.  More on that later.  But for now, here is a compilation of some stories that caught our eye last week… Gates designed to keep investors out, not in It was bound to happen.  Reuters reports that: “A small number of top hedge funds […]


Friday Newsreel: You have to read it to believe it

Jun 5th, 2009 | Filed under: AAA Newsreels, Today's Post

All the news that's fit to blog about.


Updates from the Windy City

Mar 31st, 2009 | Filed under: AAA Newsreels, Today's Post

AllAboutAlpha.com  rolled into the Chicago earlier today.  So if you see our tour bus rolling around the Windy City with the giant alpha symbol on the side, please wave and say hello. It’s tough to drive a bus and read hedge fund research at the same time though (until leading investment journals launch a “books-on-tape” […]


Newsreel: Kitzbuhel, talent for a song, hand-me-down hedge funds, and mending lending

Mar 26th, 2009 | Filed under: AAA Newsreels, Today's Post

What do hedge funds have to do with double black diamond ski runs? Read and find out.


Newsreel: Hedge funds described as “victims”, “easy targets”, but investors and managers remain bullish on 2009

Feb 1st, 2009 | Filed under: AAA Newsreels, Today's Post

In Echoes Of Madoff, Ponzi Cases Proliferate: Apparently, we weren’t the only ones struck by the sudden abundance of alleged Ponzi schemes (see Ponzipalooza).  The WSJ notes the same in this story.  The question remains, however: Just because you cash out at a fictitious NAV, is it a true Ponzi scheme?  (Call us “Ponzi purists” […]


News Roundup: HF demise “exaggerated”, attrition data unremarkable, AUM rewinds to ’04

Jan 18th, 2009 | Filed under: AAA Newsreels, Today's Post

Just when the fate of the hedge fund industry seemed fixed, several news items remind us that all bets are still off.


Newsreel: Why the Madoff saga doesn’t support “clamping down” on HF industry, 80% of HFs gone by spring, bad things happening to good funds and other ’09 predictions

Dec 28th, 2008 | Filed under: AAA Newsreels, Academic Research, Today's Post

End of the Hedge Fund? Unlikely, according to Washington Post columnist Sebastian Mallaby who writes, “Even if you define Madoff’s investment outfit as a hedge fund, which for various reasons is debatable, there’s nothing in this saga that supports clamping down on the industry.” Hedge funds return to roots as alpha claim refuted: This prediction […]


Labor Day Newsreel

Aug 31st, 2008 | Filed under: AAA Newsreels, Academic Research, Today's Post

You may have noticed that our fancy-schmancy new website displays all of our discarded news clippings and displays them on right behind this panel in our “news clippings” section (check it out right now if you like).  However, if you don’t have the time or inclination to click on every link you see in that section, […]


Newsreel: Investors not giving up on injured hedge funds

Aug 10th, 2008 | Filed under: AAA Newsreels

Despite injuries sustained over the past year, it seems that hedge funds can count on the support of institutions and rich guys.


Newsreel: Freaky Friday (hedge fund edition), single retirees, and performance fees=performance freeze?

Jul 24th, 2008 | Filed under: AAA Newsreels

You have to see it to believe it.


Weekly Newsreel

Jul 10th, 2008 | Filed under: AAA Newsreels

Giants launched with record $19.5 bln in first half: Industry concentration means that its feast and famine at the same time in the hedge fund industry. Swedish funds hope rules to change soon: The Swedish public pension scheme lobbies its government to allow more access to alternative investments.  As P&I observes, “Alternatives managers — particularly […]


Newsreel: Hedge fund headhunting, M&A, and scapegoats

Jul 3rd, 2008 | Filed under: AAA Newsreels


Busy week on the alpha-centric news beat

Jun 15th, 2008 | Filed under: AAA Newsreels

Last week was uncommonly busy in the world of asset management news. Here's some interesting stuff you might have missed...


60″ plasma newsreel

Jun 7th, 2008 | Filed under: AAA Newsreels

New York Life 130/30 Webcast (video): New York Life Investment Management 130/30 video is now online.  Enjoy on your 60″ plasma screen with some popcorn. Institutional Investment Managers Predicted to Increase Hedge Fund Allocations by 25 to 50 Percent Over the Next Two Years: Wharton prof. says “You’d expect a certain proportion of failures — including some […]


Weekly Newsreel: Free WiFi Edition

Jun 1st, 2008 | Filed under: AAA Newsreels

It always confused me how airline business lounges could charge extra for WiFi access.  After charging an arm and a leg for lie-flat seats and 290 hours of TV reruns, airlines still make you crack open the AllAboutAlpha.com corporate credit card just to access the web.  Well, the friendly folks at our local Star Alliance lounge have finally come […]


Weekly Newsreel: Madrid, Stockholm, Maple Syrup and 130/30

May 25th, 2008 | Filed under: AAA Newsreels

Inalytics launches new service to analyse 130/30 funds: Thomson reports that “The firm specialises in quantitative forensic analysis to identify 130/30 managers that can add value from skill by verifying that their short positions actually generate returns.” Nervous alternatives managers could be leaving alpha on the table: P&I reports from “AlphaMax” in Madrid that “Fees became […]


Weekly Newsreel: “Disruptive innovation” in finance

May 18th, 2008 | Filed under: AAA Newsreels

Like countless new technologies before it, portable alpha has disrupted the otherwise steady evolution of things. But don't take it from us...


Newsreel from the Danube

May 10th, 2008 | Filed under: AAA Newsreels

In recognition of our legions of loyal readers in Budapest, Hungary, we are broadcasting live from the “Pearl of the Danube” today.  (Actually, no – we don’t quite have “legions” of Hungarian readers.  But yes, today’s newsreel was produced on the banks of the Danube where Alpha Male was sharing his two cents on alpha-centric investing […]


Weekly Newsreel – All the hedge fund regulation that’s fit to print

Apr 20th, 2008 | Filed under: AAA Newsreels, Hedge Fund Regulation

There has been a flurry of news on the hedge fund regulation front over the past week. Here's a quick tour of all the excitement in the US and Europe.


Weekly Newsreel

Apr 10th, 2008 | Filed under: AAA Newsreels, Hedge Fund Industry Trends

“Hedge funds come unstuck on truth-twisting”: Aussie newspaper The Age provides a great example of why AIMA felt compelled to put its foot down on anti-hedge fund hype yesterday.  The article covers a recent academic study and starts with “Has the hedge-fund industry been built on a series of lies?” and continues on to proclaim, “Now it […]


Weekly AAA Newsreel

Mar 20th, 2008 | Filed under: AAA Newsreels

Below is out (shortened) weekly round-up of stories in which you might be interested, but which didn’t graduate to full stories on AllAboutAlpha.com.  As usual, all these stories are listed in the scrolling news ticker you see at the top of your screen. Lawrence Cohen, a NY lawyer, dives deeper into the legal issues surrounding the […]


Alpha-centric Newsreel

Mar 14th, 2008 | Filed under: 130/30, AAA Newsreels, Alternative Beta & Hedge Fund Replication, Hedge Fund Industry Trends, Performance, Analytics & Metrics

Here is a sample of the news stories we didn’t get a chance to explore in detail this week.  As usual, all of them can be found on the Alpha-ticker above or in the news items section of AllAboutAlpha.com (free registration may be required for a few of these). Morgan Stanley says Alpha/Beta Separation “the […]


Alpha News Ticker

Mar 2nd, 2008 | Filed under: AAA Newsreels

We come across a lot of interesting news items each week.  In some cases, we see enough items on a particular theme write a posting on their common threads – what they say about the hedge fund industry, how they illustrate some alpha-centric investment strategy, or why they spell trouble (or success) for alternative investing. […]