18
Feb
By
Quantitative equity managers, or quants, have fallen out of favor in recent years, losing popularity almost as quickly as they gained in the aftermath of the dot com bubble.... read more
01
May
By Guest Post
Did The Debt Bomb Suddenly Stop Ticking? by Evergreen Gavekal
“Low interest rates cause secular stagnation: they do not cure it.” - CHARLES GAVE
"Negative interest rates are the dumbest idea... read more
23
Sep
By Mark Melin
If you see a Mercedes truck in your rear view mirror with orange lights barreling up behind you, be afraid, be very afraid.
Mercedes-Benz released new details regarding its promise... read more
29
Nov
By Rupert Hargreaves
Metals prices have rallied off six-year lows this week on hopes that Chinese producers will cut output in the face of low prices. Moreover, Bloomberg reported this week that Chinese authorities are... read more
26
Jun
By Guest Post
Ad-Blocking A Moat by Cook & Bynum
The move to mobile and the increasing use of ad-blocking software pose risks to the moats of digital franchises, including Google’s AdSense advertising... read more
28
Apr
By Mark Melin
It is sometimes assumed that when volatility is low, that is the best time to enter into long CBOE VIX market volatility exposure. Not so, says a Goldman Sachs... read more
18
Feb
By Mark Melin
George Soros nearly doubled his downside protection, increasing S&P 500 (.INX) put protection in the portfolio by 154% in the fourth quarter, owning $1.3 billion worth of stock market... read more
02
Nov
By Rupert Hargreaves
Earlier this year I reviewed contemporary Italian furniture producer, Natuzzi, S.p.A (ADR) (NYSE:NTZ). Natuzzi appeared to offer value but the company was facing strict opposition against its planned restructuring... read more
08
Oct
By Rupert Hargreaves
Of the greatest investors of all time, Peter Lynch stand out as an asset manager. Where are the well-known investors have made fortunes by investing irregularly waiting for the... read more
15
Jan
By Mark Melin
German elections are likely to occur September, a Barclays report noted. While German Chancellor Angela Merkel and her Christian Democratic Union (CDU) is expected to remain a collation partner,... read more
