Lawrence Cunningham is widely regarded as an expert on Warren Buffett and his book The Essays of Warren Buffett: Lessons for Corporate America, which is now in its fourth... Read More

Beware the ides of March, or any month in 2015, Bill Gross said on January 6. At that time the S&P was near a 2015 low of 2002.61 when... Read More

The Canyon Balanced Funds have gained more than 28% since the end of the first quarter, recovering 70% of its first-quarter losses. In their November letter to investors, which... Read More

Lakewood Capital was up 3.1% for the third quarter. The fund's long equity positions generated a return of 1%, while its hedged long equity positions recorded a 4% return.... Read More

Placing a value on the equity of cyclical and commodity companies is a challenging process not least because growth often comes from movements in the economic cycle. The primary risk... Read More

Choice Equities, the long/short equity fund that focuses on high-quality small and mid-cap stocks, returned -20.9% after fees for the first quarter of 2022. According to a copy of its... Read More

The biggest individual financial gainers in 2014 were at one time entrepreneurial technology start-ups with one exception. Jack Ma tops the wealth gainers' ranking The individual who grew his wealth the... Read More

Q1 Buybacks Break Post-Recession Records by Andrew Birstingl, FactSet Companies in the S&P 500 spent $166.3 billion on share buybacks during the first quarter of 2016, marking a new post-recession... Read More

Some of the world’s biggest bond investors say the market is wrong to expect central banks to score a long-term win in the war against inflation. There’s little doubt that... Read More

Time to profit from the insights of one of the world’s most influential economists. Robert Shiller, Yale University’s Economics Professor and author of the just-published third edition of "Irrational... Read More