Former Fannie Mae / Federal National Mortgage Association (OTCBB:FNMA) CFO Timothy Howard has reentered the public conversation on the housing crisis with his new book The Mortgage Wars, but whether it’s a self-serving account of the run up to the crisis or an important part of the national debate on the mortgage industry seems to depend on your politics.
Just as I do with the economy, I review the market each month for warning signs of trouble in the near future. Although valuations are now high—a noted risk factor in... read more
As I covered in the first part of this series, Bill Ruane's Sequoia Fund had a rough start to life when it was launched in 1970. Q4 hedge fund letters,... read more
3D Systems Corporation (NYSE:DDD) gets a Buy rating from Deutsche Bank analysts as the company is expected to witness significant growth in the 3D printing space. Sherri Scribner of Deutsche Bank... read more
Facebook Inc (NASDAQ:FB) wants permission to track their user’s web site behavior, even when they are no longer on Facebook but surfing other web sites. Facebook's new privacy terms include... read more
Will the U.S. dollar remain the primary world currency of choice, as University of Chicago academic and hedge fund manager Christian Broda believes? Or is the U.S. dollar in... read more
Earlier this month, the Fed identified various shortcomings in the so-called resolution plans submitted by 11 large and very complex banking organizations. Resolution plans are documents that lay out the... read more
Robot Portfolio Tripped Up As Single Energy Stock Nose-Dives by John Dorfman, Dorfman Value Investments A single disastrous energy stock was enough to scuttle my Robot Portfolio last year. The portfolio... read more
Analysts at Oppenheimer published a research note this week titled, Is $65-75 Oil The New Normal? Is OPEC Relevant? which sets out the case for oil prices remaining depressed for the... read more
If oil prices remain in the $30 to $40 range, sovereign wealth funds (SWFs) could withdraw a total of $404.3 billion from global listed equities during 2016 according to... read more
Could France be the next target of bond vigilantes? France is the second largest economy in Europe, and is experiencing some serious economic problems. John Mauldin talks about the European... read more
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