Welcome back to 2017, where bad is back where it belongs, that is being oh so good. Inflation? Who cares? Rising interest rates? No harm, no foul. WTI north... Read More

The strained global wheat market is entering crunch time. July is a crucial part of the year because it’s when harvests start in much of the Northern Hemisphere and exports... Read More

Individuals who cannot master their emotions are ill-suited to profit  from the investment process.” Ben Graham Father of Value Investing A study by Dalbar underscores the importance of controlling emotions and avoiding... Read More

Argentina's President Cristina Kirchner has found the magic term used to justify the most absurd violations of privacy and validate almost any tactic: she discovered the word “terrorist.” Kirchner seems... Read More

Last week Institutional clients were net sellers of US stocks for the second week in a row, according to Bank of America Merrill Lynch's Equity Client Flow Trends weekly... Read More

OMV AG (ADR) (OTCMKTS:OMVKY) (ETR:OMV) (FRA:OMV) has just revealed its financial statements for 3Q2013 and has realized a clean CCS EBIT of EUR 619 million, down 21% on a... Read More

2013 was a solid year for Canadian equity investors and a strong year for the Capital Ideas Fund. The TSX Composite rose 9.6% while the Capital Ideas Fund was... Read More

It feels like sentiment about the coronavirus is starting to change. There’s a new sense of hope where there was little just a month ago. Q1 2020 hedge fund letters, conferences... Read More

Unless a fragile market triggers outflows, the Oakmark International fund is likely to remain closed to retain its flexibility and concentrated portfolio, says manager David Herro. David Herro: Don't Expect... Read More

Oh, no my Red Flags are flying when I see a national magazine opine on the market. I feel like this: http://youtu.be/2bCwyzT0Z6E “The Money They Can’t Print” Jim Grant shared an email... Read More