I thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets recently.  The reason I highlight this chart is because... Read More

Charles De Lardemelle on Jean-Marie Eveillard and How Global Value Investing Has Changed Read More

Activist Hedge Funds And Activism Mergers Nicole M. Boyson Northeastern University - D’Amore-McKim School of Business Nickolay Gantchev University of North Carolina Kenan-Flagler Business School Anil Shivdasani University of North Carolina Kenan-Flagler... Read More

Legendary value investor, Jean-Marie Eveillard has stepped down from active portfolio management at First Eagle Funds but he hasn’t withdrawn from critiquing central bankers and Wall Street. In our... Read More

U.S. executives lead the world by a wide margin in expectations for sizable growth, with 69% anticipating "substantial" economic expansion-up from 23% last year, according to the 2017 Global... Read More

Jerome Powell is not an economist, and as such, has the potential to try to remake the way the Fed does monetary policy.  Rather than hold onto outmoded ideas... Read More

Regular readers might recall back at the start of the year I published my 10 Charts to Watch for 2021. The number 2 chart showed the global backlogs indicator,... Read More

Though the Brexit risk premium was partly reversed with the recent swing back in favor of Remain, the outcome of the referendum remains too close to call, note Deutsche... Read More

Warren Buffett Article From 1951! via London Value Investor In December 1951, Warren Buffett wrote this article for The Commercial and Financial Chronicle titled "The Security I like Best";  that security was... Read More

Jonathan Ruffer's investment review for the month of January 2017. The year end review is always built around a broad look at events, and a quiet break gives a chance... Read More