Third Avenue RE on Songbird Estates H/T Harvest Songbird Estates, one of Third Avenue Real Estate Value Fund’s larger positions, remains a very attractive investment. The current price places minimal weight on the... read more

Goldman Sachs put out a new research report this week which asks the question “pharma versus biotech: which is cheaper?” Since the start of the great healthcare bull run, which... read more

Hedge fund news usually focuses on closures, openings, AUM changes, flows but what about a look at timing and what about hedge fund jobs? While the average hedge fund returned... read more

The beginning of earnings season has brought with it the results from the largest banks in the country. Morgan Stanley (NYSE:MS), Goldman Sachs Group, Inc. (NYSE:GS), JPMorgan Chase &... read more

With the government shutdown, U.S. economic releases have been sparse this week. However, there are a few government employees still working. They, along with some private institutions, did release... read more

This series is devoted to notes of Ben Graham’s Security Analysis lectures between September 1946 and February 1947 at the New York Institute of Finance. The series of lectures was titled... read more

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically... read more

Robert Shiller, professor of economics at Yale and 2013 Economics Nobel Prize Laureate, says there is a potential for another stock market crash similar to the 1930s. read more

One of the best articles ever written about the ‘Great Recession’ is Charles Munger’s – Parody Describing The Contributions of Wantmore, Tweakmore, Totalscum, Countwrong, and Obvilious To The Tragic... read more

Despite witnessing rising prices and slowing growth, any risk of China facing stagflation is remote, according to one HSBC analyst. HSBC Chief Economist Xiaoping Ma believes it would be... read more