Last week, President Biden released a $6+ trillion budget proposal that would take the US to unprecedented levels of government spending and taxation. We already covered the major economic... Read More

Deregulation to make a return under Trump? In nearly a decade since the Global Financial Crisis, much of the regulatory landscape has changed. The U.S. passed the Dodd-Frank Act while... Read More

Monitise: The Future of Mobile Money by Teddy Vallee Forward The recent sell-off in Monitise Plc (LON:MONI) (OTCMKTS:MONIF) provides longer-term investors an extremely attractive entry point, with asymmetrical risk reward. Recent open-market... Read More

Volatility And The Allegory Of The Prisoner's Dilemma: False Peace, Moral Hazard, and Shadow Convexity Dorothy Thompson once said “peace is not the absence of conflict”. Never forget there is... Read More

It appears that 2018 will be the first year since 2005 that annual economic growth will be at least 3 percent. Considering this 13-year period of economic stagnation, 3... Read More

Jeremy Grantham brought a pessimistic cloud into the Morningstar Investment Conference. The GMO co-founder warned the audience of financial professionals that climate change was a global force that has... Read More

Bridgewater, known as a master of the relative value investment, appears to be operating right out of a quantitative play book as the portfolio is positioned for 2015 There are... Read More

A few weeks after I came back from a trip to Italy in August, 2018, Starbucks (SBUX) opened their first Italian branch in Milan to a crowd of curious,... Read More

Ron Muhlenkamp's letter to investors for the first quarter ended March 31, 2016. In the spirit of our times, when trigger warnings abound, we should probably warn you now... Read More

Rafferty Capital Markets' Richard X. Bove comments on a big news day for the US banking industry, which he sees as coming under fire by the government, backed a... Read More