With his second son headed to college, JPMorgan’s Michael Cembalest shares practical advice provided to his son but are words of wisdom that apply across the board, including at... read more

Rothschild Wealth Management July summary. Below is an excerpt on alternatives, followed by the full document in pdf. Rothschild WM: Liquidity returns home Emerging markets (EMs) have been one of the... read more

Jeremy Miller: "Warren Buffett's Ground Rules" | Talks at Google Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to... read more

There has been much consternation among those writing institutional market research reports – major hedge funds, independent analysis and even banks -- about the impacts of monetary stimulus. The... read more

Citigroup Inc. (NYSE:C) June SIGN study typically has generated several changes, especially in view of the market’s pullback over the past several weeks.  Indeed, lifting the weighting on one perceived... read more

JOLTS came in today at 5.4 million for April, a healthy jump from the 5.1 million in March. The increased job openings raises the specter of wage inflation in the... read more

Russell Clark of Horseman Global: THE WEAK FUNDAMENTALS OF STERLING – REGARDLESS OF THE REFERENDUM Typically currencies are valued on relative interest rates, and the expectation of the movement of... read more

The Value Of Offshore Secrets - Evidence From The Panama Papers James O'Donovan INSEAD Hannes F. Wagner Bocconi University - Department of Finance; Bocconi University - IGIER - Innocenzo Gasparini Institute... read more

Great Capital Allocators in Sweden - Henrik Andersson of Didner & Gerge read more

Richard Maraviglia and Matt Barkoff of Dallas-based Carlson Capital are having a difficult time in the market due to quantitative hedge funds and the pair isn't buying the common... read more