Oxstones Investment Club™From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]
The Most Important Variable Governing Market Prices
To the casual market observer, last week’s price action appeared to be dependent on every headline out of Washington. Strike […]
Taking Seniority: Looking to Bank Loans in Uncertain Markets
By Elizabeth (Beth) MacLean , From Pimco website, Bank loans are senior secured loans to non-investment-grade corporations. They are […]
Turbulent times ahead: Q&A with economist Didier Sornette
Original post by David Webber Forecasting the stock market has a storied past of unfruitful predictions. But in today’s TED Talk, Didier […]
Priming the Liquidity Pump
By Mark Mobius, http://mobius.blog.franklintempleton.com/2012/10/04/emerging-markets-inflation/#more-1820 The global economy is often like a line of dominos. One piece tumbles, causing others to […]
The Winds of Market Change
From http://us.beyondbullsandbears.com/2012/09/10/the-winds-of-market-change/, Franklin Templeton Investments site, As we cross the mid-way point of the year, you might say the equity […]
3 Macro Money-Making Opportunities
By Alex Dumortier, CFA, Motley Fool, In the post-crisis world, no investor can afford to ignore macro considerations. But for […]
Doug Kass Tells Barrons His ‘Favorite Short For The Next Decade’
By Sam Ro and Simone Foxman, Business Insider, This week’s issue of Barron’s has a great interview with Doug Kass, […]
“It’s Been A Fun Ride, But Prepare For A Global Slowdown”
By Tyler Durden , Zero Hedge, While in principle central banks around the world can talk up the market to infinity […]
Stock market is saying ‘Don’t fight the Fed’
By Mark Hulbert, MarketWatch CHAPEL HILL, N.C. (MarketWatch) — Don’t fight the Fed! That is only way I know of […]