In 50 years from now, economists may refer the first half of the 21st century simply as - The Debt Era. Anyone who has watched the financial world over the... read more

Value investing does not have to offer immediate value, or even immediate returns. Indeed, the best value investments are the ones that offer value, growth and returns for many... read more

Now that the details of this year’s CCAR stress tests are starting to fade, the thing that most people remember are Zions Bancorporation (NASDAQ:ZION) failing grade and a handful... read more

A hedge fund manager telling investors about continual losses is never easy. For Crispin Odey , down another -5.73% as of the close of November and off more than... read more

A new leaked regulatory letter points to the potential to close Theranos and ban its top executives from working in the medical testing industry. The company's fate is not... read more

Open Square Capital letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Dear Limited Partners, We’re running through a charred landscape... read more

Continued from part one. Ironically, back in the late 80s early 90s, Warren Buffett wasn't a fan of the insurance sector. During 1990, he commented, "Sometimes it's a good business--and... read more

Royal Bank of Scotland Group plc (NYSE:RBS) (LON:RBS) (AMS:RBS) gets a Buy rating from Jefferies with the price target set at 390 p, up from the current 317.40 p. Joseph Dickerson... read more

On September 19, we gave a lecture to the Stern Investment Management & Research Club at NYU. Below is the video in 5 parts including a question and answer... read more

2 Painstaking Reasons The Market Can Expect A Midlife Crisis by Greg Silberman In our last market note (How to Unleash a Dragon) we commented that a rally in March... read more