Two months into Q2 2013, Global M&A remains sluggish. When comparing April and May 2013 with the same period in 2012, deal volume has dropped by 28 percent to... Read More

Low Bond Returns - 3 Strange Clandestine Operations by Greg Silberman The Third Rail During the ‘Death Throws” of Apartheid in South Africa in the early 90s a common term came... Read More

Sahm Adrangi's Kerrisdale Capital was up 6.5% for the fourth quarter, including a decline of 0.3% in October and gains of 3.2% and 3.5% for November and December, respectively.... Read More

It is no secret that commodities have taken a shelling recently, led by oil, which has lost nearly -29% in the past month alone.  On a year to date... Read More

We can learn a lot from the previous financial crisis’ but, unfortunately, it seems to be human nature to forget the lessons learned. Indeed, it’s difficult for today’s investors to... Read More

Kyle Bass likes investing in General Motors Company (NYSE:GM) on a drawdown, when the best values are found. Also Read: Kyle Bass Notes Japan’s Debt Crisis Crash Buying GM when there is... Read More

Marko Kolanovic, Ph.D., the Global Head, Derivative and Quantitative Strategies at JPMorgan, had an eventful week. It started last Friday with probably one of the more insightful and useful... Read More

Robotti & Co Global Fund portfolio manager Isaac Schwartz explains why he’s invested in Kazakhstan and Slovenia The one thing that good value investors all have in common is the... Read More

A new study says that bank managers might be surprised at what really drives their book values Read More

The Voss Value Fund was up 11.6% for the second quarter, while the Voss Value Offshore fund gained 11.2% net. The Russell 2000 returned 4.3%, while the Russell 2000... Read More