Friday’s links

Wednesday’s links

European financial supervisor warns of ‘tsunami’ of insolvencies – FT
Fed to Stay Patient as U.S. Outlook Improves – Bloomberg Economics
The Housing Market Looks Like a Bubble. It’s Time for the Fed to Worry. – Barron’s
Powell Breaks Out the ‘Froth’ Word When Asked About Markets – Bloomberg

Tuesday’s links

Recovery profits are hot; so is inflation chatter – John Authers, Bloomberg
Bond investing needs a complete rethink – FT Opinion
Inflation Pressure Is Real and Other Earnings Nuggets – Bloomberg Opinion

Monday’s links

Wild Market Ride Lifts Everything From Lumber to Stocks to Bitcoin – WSJ
Fed to taper bond buying in Q4, say economists – Bloomberg
US companies plan price rises as inflation pressure builds – FT
The Fed’s Inflation Blind Spot: Already-Surging Grocery and Housing Prices – Barron’s

Thursday’s links

Libor Drops to Record Low With Funding Markets Awash With Cash – Bloomberg
The lowest-rated companies are enjoying the cheapest borrowing costs in history – Bloomberg

Wednesday’s links

A Bond Tantrum Is Better Than a Lehman Moment – Authers in Bloomberg
Economic recovery masks the dangers of a divided world – FT
Canada scales back bond purchases and raises growth forecast – FT

Tuesday’s links

US government bond investors left bewildered by ‘bonkers’ market move – FT
Bank of Canada set to dial back bond buying – Bloomberg

Update: 15-April-2021

Our flagship fund, Anson Investments (AIMF) was listed as a Top 10 Hedge Fund by BarclayHedge in the 4th Quarter 2020 issue of the Barclay Managed Funds Report.

AIMF ranked 7th among Equity Long/Short funds in three year compound annual returns for the period 1-Jan-2018 to 31-Dec-2021, returning an average of 23.85% net of all fees on an annual basis over the period.

Among the Top 10 Equity Long/Short funds in the ranking, AIMF had the second highest Sharpe Ratio, the second lowest drawdown, and the lowest correlation versus the S&P 500 Index over the period.

Wednesday’s links

‘Make or Break’ Call on Inflation Stumps Global Investors – Bloomberg
US consumer prices edge higher than forecast in March – FT
Inflation Heats Up, Stirring a Clash of Views: Will It Stay or Will It Go? – Barron’s
Investors brace for ‘major shift’ as momentum and value collide – FT

Thursday’s links

Fed Signals It’s Ready to Wield Power Over Short-Term Rates – Bloomberg
Fed sees inflation risks as broadly-balanced – FT
As US economy roars back, poor countries struggle – WSJ