24Jul2014
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NQ Mobile Inc (NQ) Admits Widespread Data Tampering: Muddy Waters
Muddy Waters' Carson Block is back with NQ Mobile Inc (ADR) (NYSE:NQ)'s press release in which he states the company admits that it tampered with data during the investigation. NQ... Read More
S&P 500 And The Financial Accounts Of The United States: Goldman Sachs
Recently, the Federal Reserve released its latest Financial Accounts of the United States report previously known as the Flow of Funds Accounts. The Fed’s Z-1 release analyzed $28 trillion... Read More
Bryan Lawrence on What Really Matters When Analyzing an Energy Business
Bryan Lawrence on What Really Matters When Analyzing an Energy Business Read More
Comparing P/E Ratios: The S&P 500 Forward P/E And The CAPE
Comparing P/E Ratios: The S&P 500 Forward P/E And The CAPE by Federal Reserve Bank of Cleveland Joseph G. Haubrich, Sara Millington, and Brendan Costello The price of a stock and... Read More
Eric Cinnamond: No Country For Old Investors – We Don’t Have To Overpay!
In his latest Q4 2020 Shareholder Letter, Eric Cinnamond discusses the disconnect between market valuations and fundamentals, adding as investors we have a choice, we don’t have to overpay.... Read More
Size Of BBB Debt Market, Explained In 3 Charts
Alarms are being raised around investment-grade BBB rated debt, but they’re oversimplifications. These charts help tell the story. Q3 hedge fund letters, conference, scoops etc Investors rely on investment-grade bonds to... Read More
How Market Valuation Affects Future Stock Returns
The price/earnings ratio (P/E) has a multiplier effect on stock returns. Over 10–20 years, it can dramatically increase or decrease your total return. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay In... Read More
Global Monetary Policy Outlook – The Tides Are Turning CHARTS
Last year saw something exceedingly rare. For a period of 9 months there were exclusively rate hikes by the major central banks we monitor. But this period of tightening... Read More
Volcker Files Comment Letter Against, Yes, the Volcker Rule
On Monday, former Federal Reserve Chairman Paul Volcker filed a comment letter against, ironically, the Volcker Rule. One of his argument will include that with a ban of proprietary... Read More
Mason Hawkins' Southeastern Asset Management Q1 2015 Commentary
The first quarter of 2015 saw a continuation of the themes from the second half of 2014. Almost all of our individual businesses delivered solid operating performance, and our... Read More
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