Old West Investment Management's All Cap investment portfolio slumped -16.7% for the year to the end of June, outperforming the S&P 500's loss of 21% and the Nasdaq's decline... Read More

The merger discussions between Britain's BAE Systems plc (LON:BA) and Airbus parent, European Aeronautic Defence & Space Co. have hit bumps in the road, after Germany has insisted on French parity... Read More

Emerging market fund flows have suffered their worst week since 2011, as investors fear a correction arising from the tapering of the U.S.’s Quantitative Easing program. During the week ending... Read More

The Absolute Return Letter November Letter In his masterpiece The General Theory of Employment, Interest and Money John Maynard Keynes referred to what he called the ‘euthanasia of the rentier’.... Read More

The new year is upon us, and now is the time many investors look at what 2018 was and prepare for what 2019 might be. Recession jitters are starting... Read More

The best trades are the ones in which you have all three things going for you: fundamentals, technicals, and market tone. First, the fundamentals should suggest that there is... Read More

Here’s 78 pages of notes from the 2019 Berkshire Hathaway Shareholder Meeting last weekend. Q1 hedge fund letters, conference, scoops etc 2019 Berkshire Hathaway Shareholder Meeting Notes When you hear all the... Read More

In this Q&A, Sir Michael Hintze, Chief Executive and Senior Investment Officer of CQS, presents an update on the risks and opportunities he sees in markets in 20l5 and... Read More

SNB Slaps Charge On Swiss Franc Stockpilers by Matthew Allen, swissinfo.ch The growing allure of the Swiss Franc for international investors has forced the Swiss National Bank (SNB) to introduce... Read More

BlackBerry Ltd (NASDAQ:BBRY) (TSE:BB) is headed toward a $9 per share acquisition in the coming months if things at Fairfax Financial Holdings Ltd (TSE:FFH) go according to plan. The... Read More