During his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Value Investors Are Too Meta-Analytical. Here’s an excerpt from the interview: Q1 2021 hedge... Read More

Two of the more interesting puzzles in finance are related to volatility—stocks with greater idiosyncratic volatility (IVOL) have produced lower returns and stocks with high uncertainty about risk, as... Read More

Is Zimbabwe printing a new currency akin to buying homeowner's insurance as the house fire is raging? The country best known in financial circles for hyperinflation is Zimbabwe. In February... Read More

After-tax profits as a share of GNP in the U.S. will drop to 8.2% by 2017, largely due to further tightening in the labor market and accelerating wage growth,... Read More

We were compiling a list of Elon Musk's favorite books because Amazon is likely to have good deals on books in the coming days (last year they had $5... Read More

The Trump rally that has been driving the market ever since the beginning of November has proved a lot of forecasters wrong and has in many ways changed the... Read More

The topic is the mystery of financial fees. Journalist Ben Devvarman shares a story that, about a hundred and forty years ago. A retailer, one very savvy retailer, from... Read More

GMO White Paper titled, "The Idolatry of Interest Rates Part I: Chasing Will-o'-the-Wisp" by James Montier It seems one can hardly open a financial newspaper or read a blog these... Read More

Hedge Funds - Put Into Perspective by Skenderbeg Alternative Investments "Forecasts usually tell us more of the forecaster than of the future." - Warren Buffett Get The Full Warren Buffett Series... Read More

Krensavage Partners LP, the $271 million investment partnership managed by Michael P. Krensavage ended November with a profit of 1.3% for partners, according to a letter to investors that... Read More