I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some... read more

The Financial Post reports in its Thursday edition that gold and silver miners are beginning to shut down money-losing mines. The Post's Peter Koven writes that if prices do... read more

In the first nine months of 2013, Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) made derivative gains of $1,361M, according to its earnings release. That may be minuscule in the context... read more

The general equity market has not had the best time in the past few weeks, with the Ebola outbreak, slumping oil prices and fragile state of the Eurozone, there... read more

Horseman Global, which was up until recently the world’s most bearish hedge fund, before it suddenly reversed course and capitulated on bearish bets earlier in January has made terrible... read more

Morningstar Moats - Key Considerations From Different Sectors by @ChesapeakeCap Click to enlarge read more

Peak Inequality? There are seven major investing themes that will play out in 2017, according to Bank of America’s Chief Investment Strategist Michael Hartnett. Many of them appear to... read more

Institutional investors strategically communicate their private information to sell side analysts to accelerate the incorporation of their information into prices, that’s according to a new white paper written by... read more

Many prominent value investors and hedge funds have been buying bank stocks heavily during the past few years. After years of deleveraging, fines and restructuring, many banks are now... read more

Although macro strategies funds were the top performing strategies in Q2 2014, a new report from Preqin points out that it’s too early to signal a recovery in the... read more