BAML has some bad news for Andy Hall regarding crude oil prices OPEC’s production agreement looks solid but the upside for Brent and WTI is capped at around $60 a... Read More

Boardman Bay Capital’s Will Graves looks at Comcast Corporation and sees an emperor without clothes. In the wake of the cable and entertainment goliath’s recent earnings announcement – losing... Read More

HMV Group plc (LON:HMV), the UK-based music and DVD retailer, has called in the administrators after a final attempt to secure funding failed. The retailer is closing its doors after 91... Read More

Warren Buffett will be an advisor on the eighth season of NBC’s The Celebrity Apprentice along with former Microsoft chief Steve Ballmer. Earlier, NBC announced that Arnold Schwarzenegger would be... Read More

“Davidson” submits: Q1 2020 hedge fund letters, conferences and more The Value Investor Index is updated with the latest 12mo Trimmed Mean PCE inflation report. Market perception that oil prices are... Read More

Equity Cyclical Outlook: Between Fed Lift-Off And Living In The New Neutral by Virginie Maisonneuve, Mark Richards, PIMCO While all rate hiking cycles have their own idiosyncrasies, there is a... Read More

The performance of Warren Buffett's investment vehicle Berkshire Hathaway is legendary. But does he have more cash than he can use? Dan McCrum, FT Alphaville columnist, discusses with John... Read More

The long running feud between bond investors and Argentina, which recently defaulted on its government bond obligations, the second such default in 13 years, continues to rage, but this... Read More

The past few years have a spike in the issuance of longer-dated bonds maturing ever further into the future. According to JPMorgan, the proportion of new issuance with maturities longer... Read More

Pat Dorsey @Google "The Little Book That Builds Wealth " Published on Jan 16, 2015 What does it mean for a company to have a moat? What are the key drivers to valuation?... Read More