Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about investment strategy and the outlook for financial markets. Bloomberg’s Stephanie Ruhle moderates the discussion at the Bloomberg Markets Most Influential Summit in New York.
A video blog related to The McElvaine Investment Trust, a value fund McElvaine Minutes - Trust Read More
Two young fish are swimming along, and they happen to meet an older fish swimming the other way. Q1 hedge fund letters, conference, scoops etc The older fish nods at them... Read More
I wrote about Teekay Offshore (TOO – USA) on January 1, 2018 following the end of tax loss selling season. At the time, my thesis was that reported numbers... Read More
Rafferty Capital Markets' Richard X. Bove highlights the regulatory impact on Fannie Mae / Federal National Mortgage Association (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) in... Read More
The Dow Jones Industrial Average is up about 8.5% since Donald Trump won the presidential election – up from 18, 333 on Nov. 8 to 19,891 on Feb. 1.... Read More
Horseman Capital: The Yen and the Yuan Likely to Move Another 25% and they are far from the only ones who think so. “The Yen has excessively weakened against its... Read More
When a Pew Research Center study highlighted the fact that a large percentage of people don’t believe humans were to blame for climate change – and nearly 20% said... Read More
The prestigious Ira Sohn Conference is set to take place on October 31st at the Marriott Hotel in London. As the conference is being held in the UK, some... Read More
Walgreen Co. (NYSE:WAG) will invest a total of $75 million to renovate and expand more than two dozens of its corporate offices in Illinois over the next three years,... Read More
The Absolute Return Letter  June 2015 - Are bond investors crying wolf? June 2015 Are bond investors crying wolf? Get The Full Series in PDF Get the entire 10-part series on Charlie Munger... Read More
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