Its been called the “great debate” by Grant’s, and is an interesting topic for all of the world’s investors. Are index funds really the way forward for investing? The question,... Read More

“Davidson” submits: Q2 hedge fund letters, conference, scoops etc Highlights: US Crude Inventories 25.7mil BBL below 5yr mov avg. Tied to algorithms and believed to be a sign of economic strength/weakness,... Read More

The US elections are not going to end in the “transformational” result that is currently being considered, a July 24 Morgan Stanley research report says. A population turning its... Read More

Alluvial Fund letter to partners for the third quarter ended September 30, 2017. Dear Partners, I am pleased to report another quarter of gains for Alluvial Fund, LP. For the quarter... Read More

KCG knows what caused the Aug 24th crash and spoiler alert, they do not think it was HFT... The much-discussed August 24 market sell-off, considered by some a flash crash,... Read More

Your knee hurts, so you pay a visit to your favorite orthopedist. He smiles, maybe even gives you a hug, and then tells you: “I feel your pain. Really,... Read More

Dodd/Frank has caused the distortions we see in the housing market. Q1 hedge fund letters, conference, scoops etc Home building is well below historical measures and that has caused sustained price... Read More

“Should investors still care about Bank Energy Exposure with oil at $50?” That’s the question posed by Morgan Stanley’s equity research team in a new research note sent to... Read More

A Way of Life by William Osler is the text of an address that Sir William Osler gave at Yale University in 1913, which capitalideasonline posted. First an Capital Ideas Online... Read More

I've Followed Warren Buffett For Decades And Keep Coming Back To These 10 Quotes by William Green, Obeserver Get The Full Warren Buffett Series in PDF Get the entire 10-part series... Read More