I don’t work in finance, and I don’t actively invest, but I enjoyed these three books: The Behavior Gap, The Most Important Thing, and What I Learned Losing a... Read More

Paul Jackson, head of investment research firm Source, has trepidation about what the Trump administration might bring investors. There are different Donalds that he models for, including a "wise"... Read More

After paying millions to women who claim to be victims of Dov Charney’s sexual exploits involving employees, American Apparel won a round in its battle with the former CEO... Read More

On Monday, a report by MF Global investigators has disclosed new details of the missing customers funds. This action now started before the firm filed bankruptcy on Monday, Oct.... Read More

Reuters published a special report this morning on a new housing bubble that is taking form in Nevada, particularly around the city of Las Vegas. Nevada was one of... Read More

Horizon Kinetics commentary for the third quarter 2015, titled, "The Long Road To The Great Mismatch." The Long Road To The Great Mismatch Well, it might be happening. The Great Flow... Read More

Forecasting Equity Returns: An Analysis of Macro vs. Micro Earnings and an Introduction of a Composite Valuation Model Stephen Jones String Advisors, Inc July 6, 2014 Abstract: Our analysis of P/E10 and... Read More

Predicting a market crash is considered a low win percentage endeavor. But nonetheless Crispin Odey, currently staring a negative -2.3 one-year Sharpe ratio directly in the eye, soldiers on.... Read More

At the beginning of 2016, the threat of deflation stalked the markets as global economic growth appeared to be slowing and falling oil prices dragged down consumer prices across... Read More

August brought another month of (accelerating) property price gains in China.  Monthly price gains accelerated to a blistering average gain of 1.4% m/m, with ex-tier-1 cities driving the gains. ... Read More