Rafferty Capital Markets' Richard X. Bove weighs in on recent developments concerning JPMorgan and the DOJ lawsuit, agreeing that the suit brings up some very germane points about shareholders'... Read More

Yale University's Robert Shiller offers his take on the bond market, with CNBC's Bertha Coombs and the Futures Now traders. Also see After Warning About 2008, Yale’s Robert Shiller Has Another... Read More

“Analysis suggests a -0.5% real rate would imply a $1,380/oz gold price and a -1.0% real rate $1,546/oz” -- that’s according to RBC’s April 10 Global Gold Outlook note,... Read More

Bloomberg Hedge Fund Summit 2012: next up, Allan Meltzer, The Allan H. Meltzer University Professor of Political Economy, Tepper School of Business, Carnegie Mellon University and former Fed Governor, Laurence  (Larry)... Read More

What Does Sam Zell Know That Wall St. Doesn’t? by Horizon Kinetics As part of our ongoing “Cash is a Liability” series (available here), we’ll present a fairly well-known... Read More

We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Q3 hedge fund letters, conference, scoops etc Charles... Read More

One of the traits that sets the Great Investors apart is the ability to be grounded - to remain calm under pressure and sensible when things get hairy. All... Read More

Rapidly rising apartment rents in elite communities around the world, such as New York and San Francisco, witnessed historic jumps during the quantitative stimulus. But now that rent growth... Read More

Hedge funds have rebounded from the worst quarter on record for over a decade by chalking up a net return of +5.40% over Q1 2019, recouping the losses of... Read More

Many people think the initial public offering (IPO) market is dead. Q3 2019 hedge fund letters, conferences and more If you’ve been reading my essays, you know I specialize in IPOs.... Read More