Good morning! In this week’s Dirty Dozen [CHART PACK]  we go through the latest Fund Manager Survey, look at a record low allocation to tech, make the case to be... Read More

I recently stumbled across an old discounted cash flow (DCF) model from mid-2006 that I built for Harley-Davidson (HOG, formerly HDI) as I was weighing whether to invest. I thought... Read More

Outperforming the market is hard. Over the last five years, it was easy. Easy if you owned just one stock. The world’s largest. You just had to buy Apple.... Read More

David Herro's Oakmark International Small Cap Fund letter to investors for the fourth quarter 2014. The Oakmark International Small Cap Fund declined 2.7% for the quarter ended December 31, 2014,... Read More

S&P 500 - Pressures Ease In Q2, But Growth Is Still Weak by Lindsey Bell, S&P Global S&P 500 - Risks Remains In The Second Half S&P 500 second quarter earnings... Read More

Another firm has jumped into the race to deliver the first U.S. exchange-traded funds that would allow investors to make leveraged bets on a single stock. Q4 2021 hedge fund... Read More

Notes To William Proctor's Book "The Templeton Touch" by Redfield, Blonsky & Co September 9, 2009  Ronald R. Redfield CPA, PFS Notes to book "The Templeton Touch" 1st edition - 1983 Written... Read More

Emergency Lending The Federal Reserve adopted a new rule Monday requiring that every new Fed lending program be designed broadly enough that at least five potential recipients could be eligible... Read More

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Alexas_Fotos / Pixabay Whenever I start with a... Read More

Charlie Munger presided over Daily Journal’s annual meeting on February 14th, Valentine’s Day, perhaps to ensure that only the most dedicated adherents choose to attend. Charlie is known for... Read More