The collapse in interest rates, combined with historically high valuations (at least for U.S. stocks), have led many endowments, pension plans (especially those with large unfunded liabilities) and high... read more

When the Greek government announced its “agreement” with the European “Troika” this summer, in some quarters it was viewed more as a stop-gap measure, delaying the ultimate day of... read more

Every time there is currency volatility , central banks raise the interest rates to support the local currency and make interest rates attractive enough for foreign money to flow... read more

After meeting with a number of regulators, Senate staffers, Congressmen and regulation experts in Washington D. C. recently, Credit Suisse analysts think the environment for big banks is unlikely... read more

David Winters of Wintergreen Advisers is posting a lot of great videos on their youtube account (and best of all no ads on them). For your convenience we are... read more

Government officials have slammed the door on a Bitcoin ponzi scheme that promised investors a return of 7 percent per week, but it is unclear if the guilty party... read more

The IMF ruffled feathers at the beginning of the month when managing director Christine Lagarde suggested that the Federal Reserve should wait until 2016 for the first policy rate... read more

We’ve just been re-reading David Einhorn’s book – Fooling Some of the People All of the Time, A Long Short Story, in which he discusses how Greenlight’s research process... read more

Automakers reported a strong February sales increase led by smaller cars due to rising oil prices. A wide range of automakers including Ford and Volkswagen reported double digit sales... read more

Just been re-reading Nassim Taleb’s book – Antifragile: Things that Gain from Disorder, which includes a great passage on risk and a real-life example of how it applies in investing.... read more