John Husman: Yes, This Is An Equity Bubble
After the 2000-2002 recession, the Federal Reserve remained fixed on holding down short-term interest rates in efforts to stimulate demand in interest-sensitive... Read More
Deposit Insurance: Theories and Facts
Charles W. Calomiris
Columbia University - Columbia Business School; National Bureau of Economic Research (NBER)
Colgate University; National Bureau of Economic Research (NBER)
Columbia... Read More
Looming trade wars and quantitative tightening. Our trend observations as of March 26, 2018.
Get The Timeless Reading eBook in PDF
Get the entire 10-part series on Timeless Reading in PDF.... Read More
Société Générale's 'expensive stocks with poor earnings quality screen', which is published monthly, seeks to unearth the market’s most undesirable stocks -- if you're looking for short ideas the report... Read More
A Manual on Common Stock Investing
Publisher: CreateSpace Independent Publishing Platform (December 12, 2013)
See a great review from Rationalwalk here.
What to buy? When to buy? When to sell? In A Manual... Read More
In the company's annual investor letter, Glenview Capital's Larry Robbins shared his thesis on a couple of his holdings including Monsanto Company (NYSE:MON), Dollar General Corp. (NYSE:DG) and Global... Read More