23Dec2015
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Utilities – Running On Empty: Major Disruption Ahead
Utilities - Running On Empty: Major Disruption Ahead by Horizon Kinetics Electric Utilities - Perhaps Not The Investment One Expects Overview Shares of electric utility companies performed very well thus far in... Read More
Does The Mining Sector Hold The Key To Global Growth?
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S&P 500 Forward PE Ratio At Highest Level Since 2004
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Don't Your Dip Your Toes in the Water This Summer: SocGen
In a recent report from Societe Generale (EPA:GLE) (PINK:SCGLY) (BIT:GLE)Â research titled, Bank Credit Outlook -Â A liquid summer?, analysts saw little reason for celebration at this point in time. While... Read More
China's Currency Getting Closer To Acceptance In SDR Basket
The Chinese have long had an ambition to supplant the U.S. as the world’s reserve currency of choice, or at least operate their currency alongside as an alternative. They... Read More
Bruce Berkowitz Slides on Fannie Mae, Freddie Mac
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Most powerful mental model from Benjamin Graham [CHART]
Most powerful mental model in #investing, courtesy Benjamin Graham. [CHART] via Most powerful mental model in #investing, courtesy Benjamin Graham... pic.twitter.com/dEQyL6isds — Vishal Khandelwal (@safalniveshak) April 18, 2015 Source: Investment Masters Class Read More
The Long-Term Effects Of Hedge Fund Activism (Marty Lipton Endorsed)
The Long-Term Effects of Hedge Fund Activism via SSRN Lucian A. Bebchuk Harvard Law School; National Bureau of Economic Research (NBER); Centre for Economic Policy Research (CEPR) and European Corporate... Read More
Undervalued Quality Resurgence
In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Undervalued Quality Resurgence. Here’s an excerpt from the episode: Q1 2021 hedge fund letters, conferences... Read More
European ETFs/ETPs Gathered US$5 Billion In June 2016
ETFGI reports ETFs/ETPs listed in Europe gathered 5 billion US dollars in net new asset in June 2016 LONDON — July 14, 2016 — ETFGI the leading independent research and consultancy firm... Read More
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