Muhlenkamp Memorandum for the first quarter 2015.
Effects of Currency Manipulation by Jeff Muhlenkamp
At our November 12, 2014 investment seminar, I stated that the devaluation of the Japanese yen may... Read More
Michael Mauboussin is considered an expert in the field of behavioral finance and has some famous books on the topic including, Think Twice: Harnessing the Power of Counterintuition and More More... Read More
Richard Koo of Nomura is out with a new report. The note from The famed economist, who authored Balance Sheet Recession: Japan’s Struggle with Uncharted Economics and its Global Implications,... Read More
James Montier - Equity Markets Are Overvalued by Finanz und Wirtschaft, March 21, 2014
James Montier is a full-blooded value investor. Pickings are slim these days, though, says the member of... Read More
Warren Buffett is telegraphing his disdain for Wall Street bankers with an oddball price on his latest multibillion-dollar takeover.
The $848.02 for every share that Alleghany Corp. stockholders get from... Read More