Meb Faber: Why Buying Greek Stocks Is Not A Crazy Idea
Meb Faber, CIO of Cambria Investment Management, says U.S. stocks are approaching the end of the bull run, with valuations becoming increasingly expensive.
Societe Generale analysts Julien Turc, Sandrine Ungari, Andrew Lapthorne, Georgios Oikonomou, Vincent Cassot and Aymen Boukhari have a look at risk-premia strategies in a recent report and have a... Read More
Of all the places to invest in the world, the European banking sector does not come high on the list. Over the past decade, Europe's financial industry has lurched... Read More
A Gentle And Practical Introduction To Value Investing by Jana Vembunarayanan, Seeking Wisdom Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save... Read More
Below is a summary of 4Q equity holdings from Dec. 31 13F filings by several top funds, with some of the new, added, cut as well as exited positions... Read More
Abstract: We study how career concerns influence banking analysts’ forecasts and find that banking analysts issue early in the year relatively more optimistic and later in the year more... Read More
Pershing Square's Bill Ackman comments on what sectors may be ripe for activism and currency headwinds. He speaks with Bloomberg's Stephanie Ruhle at the 2015 Harbor Investment Conference in... Read More
Bronte Capital Callisto Fund commentary for the month of January 2018. The Bronte Capital Callisto Fund L.P. is a global long/short fund targeting double digit returns over the long term,... Read More
It's fair to say that most market participants are relatively apprehensive about what the future holds. Wherever you look, there seems to be bad news waiting, and it appears... Read More
Karen Shaw Petrou's memorandum to Federal Financial Analytics clients on why Santa gave bankers lumps of coal? TO: Federal Financial Analytics Clients FROM: Karen Shaw Petrou DATE: December 18, 2015 There’s one clear... Read More
After falling behind Citadel's Connect dark pool in trading volume, large asset manager refocuses its priorities Read More
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