Nov. 17, 2014 – 8:18 – Jim Grant of Grant’s Interest Rate Observer on the global implications of the Petrobras scandal and Japan’s economy.
Nov. 17, 2014 – 5:49 – James Grant of Grant’s Interest Rate Observer breaks down what can learn today from the depression of 1920.
An Investment Only A Mother Could Love: The Case For Natural Resource Equities by Lucas White & Jeremy Grantham Jeremy Grantham Executive Summary We believe the prices of many commodities... Read More
Plutonomy -- economics that exclusively benefit the very wealthiest in a society -- is a problem that could destroy the developed world from within. The problem is, the plutonomists... Read More
Excerpted from an email which Whitney Tilson sent to investors 1) Over the summer, when 60 Minutes isn’t airing new stories, it typically runs greatest hits from recent seasons, so... Read More
There is overwhelming evidence that short sellers are informed traders. In particular, a number of empirical papers find that short selling predicts future returns (Asquith and Meulbroek (1995), Senchack... Read More
Up until recently, Goldman Sachs Group, Inc. (NYSE:GS) has been one of the most hated banks on Wall Street. After the Great Recession of 2008, Goldman took a lot... Read More
What to Do When Valuations Are High - Stephen Yacktman of Yacktman Asset Management Read More
Much has been said lately regarding the consolidation wave in the European telecom industry. It was theorized that robust M&A activity will be able to revitalize the weak growth... Read More
Rise Of The Machines In Global Funds Distribution by Ernst & Young Introduction to Connectivity This issue of Connectivity is the first of a new EY thought leadership series focused on... Read More
Published on Nov 7, 2014 Aswath Damodaran - Look at how to go from raw data to analyzing and assessing multiples. See Aswath Damodaran: Valuation Tools Webcast [PART II] See Part I... Read More
It’s no secret that the dry bulk industry is struggling to turn a profit in the current economic environment, and this is finally starting to translate into higher scrappage... Read More
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