Dear Friends, So much for the sunny, funny, isle of Manhattan. Travel snafus related to the lovely ‘thundersnow’ unleashing her fury on New York scuttled my writing schedule, if you’ll... read more

Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. He... read more

In an interview with Bloomberg's Kathleen Hays, The Federal Reserve of Atlanta President/CEO Dennis Lockhart warned of the risk of "moving prematurely and snuffing out some progress" if first... read more

Bruce Richards, co-founder and chief executive officer of Marathon Asset Management, talks about investment strategy and the California Public Employees' Retirement System's decision to divest from hedge funds. Richards... read more

Whitney Tilson is at the Berkshire Hathaway Inc. (NYSE:BRK.A) ( NYSE:BRK.B) annual meeting. His wife got to ask Warren Buffett a question during the Q&A and he also has updated... read more

Last week I told you that the US government recently reported a negative net worth of MINUS $75 TRILLION. Q4 hedge fund letters, conference, scoops etc TheDigitalArtist / Pixabay That’s not a... read more

The latest jobs report showed a lackluster gain in jobs in May that was worse than economists had predicted. Q1 hedge fund letters, conference, scoops etc Free-Photos / Pixabay While the sudden... read more

Even though bad news from Greece has been dominating the headlines recently (and a couple of times before that), European stocks have had a great run so far this... read more

You will have noticed, no doubt, my belief that the information we use to make investment decisions comes from a variety of sources. The data is lurking out there... read more

Moody’s Capital Markets Research issued a damning verdict on Deutsche Bank earlier this week. In a research report put together by the credit agency’s ‘Analytics’ research division, Moody’s analysts... read more