Today the Commerce Department and the Conference Board gave us the final two economic indicators of this week.  The advanced quarterly GDP figure for the first quarter of 2013... read more

Warren Buffett wrote in his 1996 letter to Berkshire Hathaway shareholders: “You don’t have to be an expert on every company, or even many. You only have to be... read more

Equity markets are overvalued by any measure and profit growth will need to catch up with stock price appreciation, says Goldman Sachs Chief Equity Strategies David Kostin.  In comments... read more

The sell-side seems struck with gold's luster these days as each day brings brighter reports for the precious metal. In one update from Goldman Sachs' on May 10, the... read more

V Prem Watsa, often described as the Canadian Warren Buffet, is betting big on India after the change of regime. The Hyderabad-born chairman and CEO of Fairfax Financial Holdings... read more

Steve Mandel's Lone Pine Capital has a dozen short positions that are disclosed publicly in European equities. All shorts weighted on the basis of current market value make up... read more

What will be the longer-term fallout of the coronavirus be on the economy, the markets and society? We’re starting to catch glimpses of it already. And the world looks a... read more

Carl Icahn's latest salvo in the eBay paypal battle. March 10, 2014 by Carl Icahn FOR IMMEDIATE RELEASE   CARL ICAHN ON EBAY: “WE BELIEVE BASED ON EVIDENCE WE HAVE NEWLY UNCOVERED THAT DONAHOE’S INEXCUSABLE INCOMPETENCE COST... read more

Billionaire investor Ron Baron, CEO of Baron Capital, discusses the Baron Conference 2017 and how disruptions play into economic growth. Get The Timeless Reading eBook in PDF Get the entire 10-part... read more

Dodge & Cox Stock Fund commentary for the fourth quarter ended December 31, 2015. H/T Dataroma Objectives The Fund seeks long-term growth of principal and income. A secondary objective is to achieve... read more