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Bill Gross, Looking At Retirement Obligations, Says Everyone — Even 1% — Will Need Xanax
With accurate talk finally going on the record that U.S. Federal Reserve quantitative easing, known as a stimulative dopamine to coin a contrasting term, has “front-loaded” stock market performance,... read more
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Nov
GMO 3Q16 Letter: Not With A Bang But A Whimper
GMO letter for the third quarter ended September 30, 2016. Preamble Rather like a parrot I have been repeating for 10 quarters now my belief that we would not have a... read more
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Nov
Hugh Hendry Slips Another Month On China; EM Currency Shorts
Hugh Hendry's Eclectica Absolute Macro Fund saw a tough September, failing to benefit from the rebounding markets that benefited most other hedge funds. The fund lost 1.8% in September, reducing year... read more
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Aug
A Fresh Look At The Thought Of Charlie Munger
Charlie Munger, Warren Buffett’s business partner, is arguably the world’s greatest living investor Covers the areas that Munger emphasizes in his decision making process including: the Graham value investing system,... read more
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Feb
LBOs Regain Life after Junk Bond Rally
The rally in junk bonds has proven to be a life saver to big leveraged buyout groups as companies are able to get access to funding as investors look... read more
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Feb
The Gabelli ABC Fund Merger and Arbitrage – "The Deal Fund" Q4 Commentary
The Gabelli ABC Fund letter to shareholders for the fourth quarter 2014. To Our Shareholders, For the quarter ended December 31, 2014, the net asset value (“NAV”) per Class AAA Share... read more
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Jun
Brexit Called Worst Than Lehman As UK Chancellor Warns Of Tax Hikes
As the June 23rd Brexit vote approaches, the “remain” camp is pulling out the big threats, taking no chances as polls show an increasing movement towards the “leave” camp.... read more
05
Feb
Nintendo: There's A Glitch – Case Study
Nintendo: There's A Glitch - Case Study by Joshua Kennedy, Sonian Capital Management Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save... read more
15
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Greenwood Investors 1Q16 Letter To Investors
Greenwood Investors letter to investors for the first quarter ended March 31, 2016. Get The Full Seth Klarman Series in PDF Get the entire 10-part series on Seth Klarman in PDF.... read more
21
Nov
Why You Shouldn’t Worry About Market Crashes
Why You Shouldn't Worry About Market Crash 2015 by Elven Bleker, of Net Net Hunter, Guest post for Old School Value Have you been paying attention to the financial media recently?... read more
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