Globally, we’ve been seeing a rotation between cyclicals vs. defensives, but there’s one market where we’ve yet to see this play out. For America, cyclicals have been a major source of strength, and that may not necessarily be a good thing as we discuss in this article… Read More…
A coalition of 17 conservative groups led by the Competitive Enterprise Institute have asked the House Financial Services Oversight & Investigations Subcommittee to demand that the U.S. Treasury Dept.... read more
Ron Baron's Baron Growth Fund performance report for the third quarter 2014. Dear Baron Growth Fund Shareholder: Ron Baron's Baron Growth Fund Performance Baron Growth Fund declined 3.33% during the third quarter... read more
Recent weeks have brought significant sentiment improvement on equity markets. This was due, among other things, to several central banks' announcements of further monetary policy easing. FED President Jerome... read more
The beginning of 2019 supposed to be a period of "normalization" in terms of the central banks activities. However, nothing has changed and in reality we are still dealing... read more
David Herro's Oakmark International Small Cap Fund letter to investors for the fourth quarter 2014. The Oakmark International Small Cap Fund declined 2.7% for the quarter ended December 31, 2014,... read more
SocGen is out with a lengthy report titled Global Economic Outlook: Looking under the hood of recovery. In the report there is an interesting tidbit on black swan risks.... read more
American Apparel, one of the only clothing retailers still manufacturing in the U.S., filed for Chapter 11 bankruptcy protection on Monday, as it tries to deal with a punishing... read more
Look for severe mispricings, with Michael McCloskey of GreensKeeper Asset Management read more
Long duration bonds are again the popular trend, as Italy is now reported to be engaged in planning to join Spain, France, Belgium and Petrobras in offering investors long-dated... read more
Hedge funds, like most other financial institutions, are facing increased regulations in the wake of the financial crisis, but (more…) read more
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