Climate Change Could Erase 45% Of Your Portfolio By 2020
Executive Summary Short-term shifts in market sentiment induced by awareness of future, as yet unrealized, climate risks could lead to … Read more
Executive Summary Short-term shifts in market sentiment induced by awareness of future, as yet unrealized, climate risks could lead to … Read more
See our informal notes from yesterday, also stay tuned for more notes (and videos) coming, and also see MarketFolly’s notes … Read more
Investors and managers are concerned with “fat tails”. In part one of a two part article we look at where … Read more
I saw the new Steve Jobs movie, with the screenplay by Aaron Sorkin, over the weekend. As a long-time Apple … Read more
In the last two weeks, I have started writing about Pfizer’s courting of Allergan, the epic fall of Valeant and … Read more
Google vs. Amazon: A Valuation Faceoff Bradford Cornell California Institute of Technology Pasadena, Ca 91125 626 564-2001 [email protected] [drizzle]Shaun Cornell … Read more
Former Clinton administration official Robert Shapiro, who also advises senior members of the Obama administration, today released, “A Strategy to … Read more
Jim Chanos, a well-known short-seller and the hedge fund manager of Kynikos Associates, presented his short position in Alibaba Group … Read more
Full notes of all speakers – Sam Zell, John Burbank, Barry Sternlicht, Jim Flynn, Ricky Sandler, Rupal Bhansali, and many … Read more
Not very folksy, and this coming right after the Kraft job layoffs… As an investor and advocate for the firms … Read more
I find it ironic that more research is being done today then at any point in time in the past, … Read more
“In the end, banking is a very good business unless you do dumb things.” – Warren Buffett Buffett has been … Read more
It looks like the SEC has not been completely above-board in how it figures success. A new study from an … Read more
H/T forgot who – also see Jim Chanos return model Outsider rising ‘I don’t believe that he deliberately set out … Read more
Even when doing God’s work, Goldman Sachs just cannot help itself. And as usual, Goldman Sachs is allegedly playing by … Read more