RGA: Mixed Messages – Where Does The Next Recession Come From?
RGA Investment Advisors December 2015 investment commentary, titled, Mixed Messages. Our 2015 outlook was the second consecutive to include the … Read more
RGA Investment Advisors December 2015 investment commentary, titled, Mixed Messages. Our 2015 outlook was the second consecutive to include the … Read more
RGA Investment Advisors commentary for the month of November 2015, titled, “Fade Disruption” “It’s tough to make predictions, especially about … Read more
I had the privilege of attending another Santa Fe Institute “Risk Conference” at Morgan Stanley. There was a stellar lineup … Read more
eBay – PayPal: Buy Two Moats For The Price Of One – Presentation by Elliot Turner, Compounding My Interests I … Read more
There is a debate in the investment community about the merits of Schwab including a cash allocation in its new … Read more
A day with SFI learning “Optimality vs Fragility” by Elliott Turner, Compounding My Interests Recently I had the privilege of … Read more
A Conversation with Joe Peta on Baseball, Stocks and Performance Analysis by Elliot Turner, Compounding My Interests I’m very excited to … Read more
This post is co-written by Elliot Turner and David Doran There’s been a great conversation in the blogosphere specifically about … Read more
There’s a popular view going around these days that biotech is in a bubble. Jim Grant was the first that … Read more
Last week we were greeted with writings from two of the best investors and thought-leaders: Howard Marks of Oaktree and … Read more
This is the story of the financing behind what at separate points in time was once the world’s largest IPO … Read more
Over the past two years there’s been a lot of talk about the mean-reverting nature of margins as a crucial … Read more
There are a few questions I’ve received in response to my post on The Rise and (Inevitable) Fall of Bitcoin … Read more
Bitcoin: The Rise and (Inevitable) Fall by Elliot Turner of Compounding My Interests Bitcoin is receiving much attention these days … Read more
Via: compoundingmyinterests.com Michael Mauboussin of Credit Suisse Group AG (NYSE:CS) is one of the best strategists on Wall Street and a thought … Read more