Karen Shaw Petrou's memorandum to the Federal Financial Analytics clients on how a visit to a bank branch leads to thoughts of breaking up big banks. TO: Federal Financial Analytics... read more

Andrew Hall's letter to Astenbeck Capital investors for the second quarter ended June 30, 2015. Dear Investor Last month was brutal for most commodities and anyone investing in them. Except for... read more

Gary Brode of Silver Arrow Investment Management presentation produced by sumzero and Institutional Investor on the long case for NCR Corporation (NYSE:NCR). Man vs Machine vs The Future In science fiction... read more

In an interview to appear tonight on FOX Business Network’s (FBN) CAVUTO (8PM/ET), billionaire investor Carl Icahn speaks with anchor Neil Cavuto about the potential of Dell Inc. (NASDAQ:DELL)’s... read more

Recent economic data has been supportive of the advance in equities since the beginning of July, however, many of the important fundamental trends that are usually supportive of a... read more

Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to... read more

Finding high-quality companies is an essential component of many equity strategies. But with revolutionary forces sweeping through key industries, what really defines quality stocks? Investors must think proactively about... read more

Most of us are familiar with the periodic table of elements from high school chemistry. We learned about atoms, and how elements combine to form chemical compounds. But perhaps... read more

Jeroen Bos, a Dutch investor, has worked his entire career in the financial services industry in England. He worked for many years at stock broker Panmue Gordon, in the... read more

Six years after Dodd-Frank Act was signed into law, and five years after the Consumer Financial Protection Bureau opened its doors, a new bipartisan poll shows broad and overwhelming... read more