In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing among investors.  From a peak in the "bull... Read More

With markets basically saying the election in France on May 7 is all but over, a Deutsche Bank report could burst the bubble of dopamine-laden market participants who have... Read More

Newfound Research 2016 Market Valuations And Expected Returns. Long-Term Return Forecasts Equity Valuations Shiller Cyclically Adjusted Price-to-Earnings Ratio (“CAPE”): Price divided by 10-year average of earnings, adjusted for inflation. Current ShillerCAPE is in... Read More

Don't Pay TOO MUCH Attention To The Fed! by Joao Alves, Ahead Of The Crowd “Every great magic trick consists of three parts or acts. The first part is called... Read More

Warren Buffett recommended reading list book #10 - 10 Commandments of Business Faliure by Don Keough. The book features and introduction written by Warren Buffett. Q1 hedge fund letters, conference,... Read More

The Quality Dimension of Value Investing by Robert Novy-Marx   Robert Novy-Marx is assistant professor of finance at the Simon Graduate School of Business at the University of Rochester, New York, and... Read More

Saudi Aramco's value is questioned as an IPO is around the corner and government changes make headlines. May 7, 2016 was a monumental day for Saudi Arabia. Over 50 royal... Read More

Most people have an intuitive understanding of how banks money given their daily interactions with it. In this post, we are going to break it down for investors so... Read More

In Chris Mayer’s Book – 100 Baggers, he explains how Warren Buffett consistently borrowed money at rates lower than the US government. Here’s an excerpt from the book: Q3 2021... Read More

Michael Johnson Herbalife chairman and CEO On Bill Ackman on the conference call with investors. As noted it was not the same without Tim Ramey, who has pulled some questionable... Read More