Low Vol is rapidly becoming the worst performing style of 2016. Since the beginning of September Low Vol and “bond proxy” stocks have underperformed as investors have rotated away... read more

Don Yaeger: The Superbowl Shuffle Sweetness by Christopher Pavese, The View from the Blue Ridge I recently had the opportunity to spend some time with Don Yaeger. I’m embarrassed to... read more

Back at the end of August, Warren Buffett told Bloomberg 'I'm buying stocks' when asked if the market was overextended. He then went on to explain why, despite the... read more

While Hugh Hendry and Jim Chanos are firm on their stance against China and continue to hold short positions in the country, Paul Conway, an ex-Oppenheimer & Co. banker,... read more

So-called fairness opinions are not as much fair as they are a method to shift responsibility from a corporate board to that of an “independent” investment bank. The latest... read more

Declining demand and a weakening economy in China has meant that demand for oil products has declined. Refinery utilization rates have declined and the gross refinery margins (GRMs) are... read more

Over the past three decades, Japan’s depressed equity market has been the perfect hunting ground for deep value investors. But the recent multi-year rally, driven by Prime Minister Shinzo... read more

After NASDAQ OMX Group, Inc. (NASDAQ:NDAQ)'s temporary shut down last week, there are still some concerns about lasting damage to the exchange's reputation. Even though there haven’t been any... read more

Marko Dimitrijevic is closing his largest hedge fund, Everest Capital's Global Fund, after losing virtually all its money last week following the Swiss National Bank's removal of the three-year-old... read more

In the slump of a cycle, businesses that were thriving begin to experience difficulties or go under. They do so not because of firm-specific entrepreneurial errors but rather in tandem... read more