With the Ten Year US Treasury note touching the lower end of the “Trump election” range at 2.31%, a Deutsche Bank report analyzing Commodity Futures Trading Commission’s Commitment of... Read More

With stocks setting new all-time highs this week, legendary value investor Mario Gabelli shared three of his top picks for the second half of 2014. "The market—based on earnings, based... Read More

First Eagle Global Value Fund commentary for the third quarter ended September 30, 2016.   Also see Q3 2016 hedge fund letters Q2 2016 hedge fund letters Market Overview In the third quarter of 2016,... Read More

If You're So Smart, Why Aren't You Rich? Market Selection Hypothesis H/T LST  Belief Selection In Complete And Incomplete Markets Lawrence Blume and David Easley Department of Economics Cornell University July 2002 Abstract: This paper provides... Read More

  Masters In Business: Michael Covel Trend Following by Michael Covel Read More

Via Goldman Sachs: We are in the third period of a loosening of bank underwriting standards in the past two decades. The outcomes of the first (1993-1998) and second... Read More

Abbott Laboratories (NYSE:ABT) announced it has entered into an agreement to purchase two companies to add to its Medical Device portfolio: IDEV Technologies, a peripheral play ($310 million) and OptiMedica, an ophthalmic... Read More

Gabelli's stocks to watch: Kinnevik & Natural Fuel Gas Mario Gabelli, Gamco Investors chairman & CEO, shares his thoughts on how to play the social media, e-commerce, and natural gas... Read More

Facts and Figures More than half of the companies in the S&P 500 have a higher yield than the 10-year U.S. Treasury. There are 271 stocks with a higher yield, 126 stocks with a... Read More

The Effects Of Uber's Surge Pricing: A Case Study by Chicago Booth Jonathan Hall, Cory Kendrick, Chris Nosko Uber is a platform that connects riders to independent drivers (“driver-partners”) who are... Read More