Kyle Bass, Hayman Capital Management calls into CNBC’s “Squawk Box” with his concerns about comments he heard about the Trump administration’s policy with China.
In the wake of the U.S. Federal Reserve holding interest rates at the historic zero level at its recent meeting last week, Goldman Sachs, the most influential force to... read more
April 2015 “After following and admiring BOK Financial Corp. for nearly five years, we finally got the ‘right pitch’ in late 2014.” Patience is a virtue, both in life and in... read more
Every now and then you come across a chart that makes you do a double take, and I think this is one of those. It shows the "Economic Policy... read more
Portugal's borrowing costs rose to a seven-month high as political tensions grow over the country's bailout terms. Yields on 10-year bonds hit an intraday high of 7.9% before easing... read more
At the beginning of June, the Financial Times published a damning assessment of value’s performance in 2017. The newspaper noted that the top ten performing stocks of the S&P... read more
Stock market crash There seems to be no shortage of analysts willing to justify the current level of the market. As investors continue to pour money into ETFs to track... read more
A number of studies have noted over the years that companies with the highest insider ownership, tend to outperform peers. The logic behind this conclusion is easy to understand.... read more
On Tuesday, LightSquared announced the resignation of CEO Sanjiv Ahuja. He will continue to serve as the chairman of the board. In the interim, Doug Smith, chief network officer, and Marc... read more
Published on Sep 14, 2014 This vignette of Steven Wood of GreenWood Investors offers an investment lesson on the importance of capital allocation by comparing Fiat and Volkswagen. read more
MOI Exclusive Interview With YCG Investments' Brian Yacktman by YCG Investments Get The Full Seth Klarman Series in PDF Get the entire 10-part series on Seth Klarman in PDF. Save it... read more
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