James Montier recently released a great paper titled – Why Does Everyone Hate MMT?, Groupthink in Economics. In the paper he argues that MMT is misunderstood by the ‘great... read more

Having worked in various parts of the investment industry the author has an interesting perspective on the business of investment. His experience has taught him that in many cases... read more

Value investing is all about trying to find bargains the rest of the market has overlooked. This means value investors will often find themselves going against the rest of the... read more

This is part three of a multi-part interview with Joe Boskovich Sr, Chairman and Chief Investment Officer of Old West Investment Management. The interview is part of ValueWalk’s Value... read more

Meredith Whitney appeared on "Bloomberg Surveillance" this morning and told Tom Keene and Sara Eisen and said that she's "uninspired" by Citigroup Inc. (NYSE:C) CEO Michael Corbat. Whitney said, "We... read more

Richard X. Bove, Vice President Equity Research at Rafferty Capital Markets, discusses the government intrusion into the financial sector by changing payday loans. Followed by CFPB's rules regarding payday... read more

#1 of the Top 9 Valuation Mistakes: Overly Optimistic Revenue Forecasts During my career, I built highly complex and detailed financial models early on as an analyst, but I later... read more

WSJ: “Families Go Deep in Debt to Stay in the Middle Class” Q2 hedge fund letters, conference, scoops etc This is a great chart on growth of assets and Liabilities. I... read more

Embattled Chesapeake Energy Corporation (NYSE:CHK) CEO, Aubrey McClendon, is now under more pressure to sell the company’s scattered oil fields from Texas to Ohio. This pressure comes after the... read more

There is currently $1.7 trillion of cash on S&P 500 non-financial balance sheets and, according to a new research note from Bank of America, how corporate’s plan to spend... read more