This bears really close watching. Mortgage credit, or lack thereof has been a drag on this economy. Housing starts are still nowhere near where they need to be and... Read More

The Trump administration has many avenues to leave a long-lasting stamp of the US and the world. This includes determining the direction of the Supreme Court beyond their term... Read More

As the U.S. Federal Reserve begins to consider tightening interest rates potentially in September, where will longer dated interest rates go in the short term? Credit Suisse research of Ten... Read More

If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and... Read More

Kerrisdale Capital was down 1.2% in the quarter ended 3/31/2014 net of fees, comprised of monthly returns of (5.9%), 3.4% and 1.7% for January, February and March, respectively. In comparison,... Read More

Oh my! What a difference a few months makes. Originally, what looked like an economic glass half empty in December has turned into a new record glass half full.... Read More

The recent Fed interest rate hike is "out of sync" as the profit and leverage cycle are far more advanced than they would normally be at the time of the... Read More

The New York State Department of Financial Services (DFS) issued orders on August 6 for an investigation to be initiated of Standard Chartered PLC (LON:STAN) (LON:STAC), which was suspected of money... Read More

Here’s 78 pages of notes from the 2019 Berkshire Hathaway Shareholder Meeting last weekend. Q1 hedge fund letters, conference, scoops etc 2019 Berkshire Hathaway Shareholder Meeting Notes When you hear all the... Read More

Walmart And Amazon Shoppers Already Big Fans Of Uber And Lyft According to research from 1010data, 12.4% of US WMT shoppers use Uber or Lyft. With over half of Walmart revenue... Read More