S&P 500 Return on Equity rose by 32 bp in third quarter to reach 15.7%, reaching its highest level in the last year, points out Goldman Sachs in a... Read More

There has been a back-channel whisper conversation on the Greek economic situation on many levels. There is the derivatives story, which, if appropriate steps at the SWAPs insurance writers... Read More

Looking at two bank reports on the same topic can often yield interesting results. There are times when bank research is best viewed from the standpoint of how their... Read More

As U.S. stocks reverse yesterday’s upward path, turning negative today by more than 1 percent during the afternoon and taking the Dow Jones Industrial Average negative on the year,... Read More

April 15, 2016 By Steve Blumenthal “Seemingly logical, but as I’ve pointed out in recent years – not working very well because zero and negative interest rates break down capitalistic business... Read More

While Hugh Hendry and Jim Chanos are firm on their stance against China and continue to hold short positions in the country, Paul Conway, an ex-Oppenheimer & Co. banker,... Read More

Jim Grant, discusses 'market manipulation' by global central banks. He thinks that interest rates are being repressed, and calls it financial repression. Jim Grant compares Ben Bernanke and other... Read More

Since it was founded by Jeff Gates in 1996, Gates Capital Management has achieved a compound annual return for its investors of 13.6% net of fees and expenses. Q4 2019... Read More

Google Inc (NASDAQ:GOOG) will buy 407 MW of wind power from Warren Buffett's MidAmerican Energy to power the Iowa data center that it started building in 2007 (h/t Ehren... Read More

On May 13, 2010 a press release hailed the arrival of Steven Zoernack and a "Socially Responsible Hedge Fund." Nearly six years later the fund, now the subject of... Read More