Quantitative easing has had many undesirable effects since it arrived on the scene during the Great Financial Crisis. Easy money policies have sent stock and bond prices soaring, created... Read More

This article is Part 2 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. Read Part 1 here. Q3 2019 hedge fund letters, conferences and more castleguard /... Read More

As a result of the British Government outsourcing its responsibility to supervise the large banks to industry groups and not holding bankers to account, the Royal Bank of Scotland... Read More

Borrowers want capital, but they get money–newly created credit money.More credit money has been issued by the banking system than savers have deposited (“fiduciary media”). Those participants in the economy... Read More

With Japan's Gross Domestic Product data set to come out May 20, a Credit Suisse report says “watch out.” Credit Suisse: Watch for 1.5 percent real GDP number in Japan,... Read More

Investors pulled $21 billion in June from hedge fund managers, with those most impacted falling in the equity long / short category, a Bloomberg Brief report pointed out. With... Read More

Shareholder Proposal Developments During The 2015 Proxy Season by Gibson Dunn To Our Clients and Friends: This client alert provides an overview of shareholder proposals submitted to public companies for 2015... Read More

Grey Owl Capital Management investment commentary for the second quarter ended June 30, 2015. Captain’s Log, Stardate: July 17, 2015. Our position. Earth, America. Question. Is it? Day by day,... Read More

Tom Russo's slides on Global Value Equity Investing - Richard Ivey School of Business Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save... Read More

Goldman Sachs differentiates between what the Fed will likely do and what it thinks they should do Read More