Betting that the markets never revert to historical norms, that we are in a new era of higher securities prices and lower returns, involves the risk of significant capital... Read More

By Rajat Sharma In his letter to Berkshire Hathaway shareholders in 1992, Warren Buffet wrote: “Growth is always a component in the calculation of value, constituting a variable whose importance can range from... Read More

Odey Fund Down having a rough year 2017 is shaping up to be another terrible year for vocal hedge fund manager Crispin Odey. As we near the halfway mark of... Read More

We saw the curtain drop on Walnut Place, aka Seth Klarman's Baupost vs Bank of America Corp (NYSE:BAC), back in July. The hedge fund withdrew its challenge to the offer... Read More

Although generally ignored this morning in favor of a let’s wait and see what the BLS gives us tomorrow on the labor market, the market saw some economic indicators... Read More

If academic researchers want to quantify the value of lobbying they can usually look at how much different companies spend on it (controlling for size, industry, and other factors)... Read More

On My Radar: A Cyclical Bear Market (Here’s Why)January 15, 2016 By Steve Blumenthal, CMG  The speed at which stocks have dropped 10% (defined as a correction) two times in a... Read More

Jean-Marie Eveillard, Senior Adviser, First Eagle Funds sits down for a lengthy interview with The Manual of Ideas. The interview lasts over one hour and twenty minutes. Jean-Marie Eveillard, the... Read More

Paul Tudor Jones, net worth$3.6 billion and an intensely media-averse hedge fund personality, had some interesting comments on why there is a clear absence of women in the field of... Read More

As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've added several new legendary investors to our resource archives. Earlier in the week... Read More