The Blackstone Group L.P. (NYSE:BX) CEO Steve Schwarzman spoke with Bloomberg Television's Erik Schatzker and Stephanie Ruhle at the World Economic Forum in Davos, Switzerland today. Schwarzman said that... Read More

Short bonds? Deutsche Bank believes that we are heading for a new era of low growth and low inflation and falling productivity for the next three and half decades.... Read More

Continued from part one…. Towards the end of 1968, many of the pressures Century Partners noticed during the second half of 1967 began to reappear. Inflation started to rise, putting... Read More

It’s challenging to get ahead, but it’s even harder to stay ahead. Q1 hedge fund letters, conference, scoops etc For companies looking to create a sustainable competitive advantage in a fast-moving,... Read More

As the Chinese banking system is surpassed its European counterparts at the end of 2016, according to Financial Times analysis, a Natixis report on Chinese bank asset quality notes... Read More

Yesterday, Jerome H. Powell was nominated by President Trump to take the place of Fed Chair, Janet Yellen. All the pundits are wondering what this means for Federal Reserve... Read More

Henry Singleton: A Pioneer of Corporate Strategic Leadership and Value Creation Joseph Calandro Jr. Fordham University - Gabelli Center for Global Security Analysis August 19, 2016 Abstract: [drizzle]Purpose: This paper profiles the leadership... Read More

QVC’s parent Liberty Interactive said Monday that it has entered into a definitive agreement to acquire Zulily for $2.4 billion in cash and stock. In a joint statement issued by... Read More

I read William Sharpe’s essay “The Arithmetic of Investment Expenses” (2013) with interest and applause (of course!). It brought to my mind what was likely his first article on... Read More

Muddy Waters is short Noble Group Limited (“Noble”). Noble seems to exist solely to borrow and burn cash. According to Bloomberg, Noble has been free cash flow positive only... Read More