8/2710 - Dan Niles on why Intel reducing revenue forecasts is indicative of larger troubles ahead both for technology and the broader market as well.

8/11/10 - Dan Niles, Senior Portfolio Manager for the AlphaOne Satori Funds, discusses Cisco's sharp drop, and what it means for the rest of the technology sector.

The Long & Short of the Last Decade

From January 2000 to December 2009, the S&P 500 generated a total return of -9.1%. Equity long-short strategies, however, generated a total return of 68.9% (+78%) over the same period. In a bear market decade, equity hedge strategies disproved the conventional wisdom that higher returns must mean higher risk. read more...