In my last post, I looked at the Biden Administration's proposal to increase corporate taxes, to provide funding for an infrastructure bill, and concluded that while there is room... Read More

Tyler here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot Alex an email at [email protected] and I’ll share it with the... Read More

Carl Icahn should leave Apple Inc. (NASDAQ:AAPL) alone according to Pimco founder Bill Gross. The investor says that Icahn should use his time to help people, like Bill Gates... Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track... Read More

Mohnish Pabrai, Managing Partner of the Pabrai Investment Funds, is finding more opportunities in India today than in the United States. According to the value investor's third-quarter letter to... Read More

The “Eternal City” of Rome may soon find itself being considered alongside Detroit as bankruptcy approaches and institutional bond buyers grow weary. Bailout from national government uncertain The city of seven... Read More

As muscle is flexed in Syria, the Trump trades are nonetheless crumbling. A Bank of America Merrill Lynch report notes the trend in US dollar, higher interest rates and... Read More

A confidential strategy document from Balyasny Asset Management notes an interesting benchmark in U.S. Federal Reserve history: Fed insiders attending an elite event in Jackson Hole, WY, typically accustomed... Read More

Baupost founder Seth Klarman told investors that the large amounts of stimulus that have been poured into the world's economies are masking the severity of the problems caused by... Read More

A dad doing car pool duty listening to children age seven to thirteen can be instructive, hedge fund literary paragon Eric Peters notes in his Sunday, October 9 e-mail... Read More