Michael Norman Trolls Kyle Bass – Calls Him A "Dope"
2016-07-07T20:50:52-04:00
Michael Norman, likely one of the world's largest trolls ( speaking of which where is Bob Chapman these days) is back at his favorite game attacking his favorite target Kyle Bass. Norman has a new video out titled "Kyle Bass. Mr. Japanese "debt crisis" is back." and with the subtitle "More stupidity from this dope." We will note that while many thought Bass' Japan thesis was problematic as we noted years ago, the China thesis (even critics of Bass)
So who benefited from the so-called Trump trade ?
Not many, says JP Morgan after a survey of its clients. Most investors were not quick enough to respond to the... read more
Junk Bonds - Whistling Past The Junkyard by Danielle DiMartino Booth, Money Strong
To this day, I still count by the flash of lightning and the thunderclap to guesstimate a... read more
This is the second part of a multi-part series on Dr Henry Singleton the legendary value investor and founder of the Teledyne empire. Part one of the series can be... read more
"It is assumed by many business school graduates," Charlie Munger writes in the 1989 Wesco Financial Annual report, "and by almost all consultants, that a corporation can easily improve... read more
Obamacare: Winners, Losers and Politics (via Market Shadows)
This was another post that messed up the home page possibly because I removed an image while removing part of the original... read more
The Commodity Futures Trading Commission (CFTC) could be explaining an accounting error to the Senate Agriculture Committee, which is leading an investigation into the oversight, according to a Reuters... read more
The risks posed to the traditional finance industry by fintech are considered to be some of the biggest threats banks face today with Fintech/Robots topping the list. Along with... read more
In a secretly recorded conversation, Polish foreign minister Radoslaw Sikorski called the US “losers” and said its security agreement with the US “isn’t worth anything.”
Sikorski is under consideration for... read more
Société Générale's 'expensive stocks with poor earnings quality screen', which is published monthly, seeks to unearth the market's most undesirable stocks -- if you're looking for short ideas the report is... read more
Throughout this series, I'm looking back at some of the lessons learned from our historic ValueWalk interview series. This is part seven. You can find the rest of the... read more