Downward Spiral (AKA DEFCON 4) BY MOHAMED EL-ERIAN
Europe’s crisis is morphing again — for the third time in only 12 months — and the implications for the … Read more
Videos
Case Study #4 of a Clear Investment Thesis: Cash Bargain
It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of … Read more
YONG: Further Evidence Calling for Regulator Scrutiny?
Investors and analysts have for the past year or so have hurled accusations of fraud at Yongye International, Inc. (NASDAQ: … Read more
Urbana’s Opportunity To Shine
By HardCoreValue, he can also be followed on twitter Back in May, I had mentioned that Urbana’s discount to its net asset … Read more
The 10 Most Defining Market Moments Of 2011
10. David Einhorn Savages Green Mountain – In mid-October, the hedge fund manager took on one of the hottest stocks in … Read more
Thursday (12/15/11) Mid-Day Market Report
Mid-Day Market Action US: Dow: 11893.56 (0.59%), S&P 500: 1218.62 (0.56%), Nasdaq: 2542.45 (-0.13%) Europe: CAC: 2998.73 (0.76%), DAX: 5730.62 … Read more
Oakmark’s Bill Nygren: Large Cap Stocks Highly Attractive, People Will Wish They Had Bought Financials
He thinks investors are using the rearview mirror today. Investors are buying bonds which have performed well over the past … Read more
Discrepancies in Green Mountain Coffee Roasters’ Financial Reports
Just about every time I take a look at financial reports issued by Green Mountain Coffee Roasters (NASDAQ: GMCR), I … Read more
Michael Platt, CEO of $30B HFBlueCrest Capital ‘Most European Banks are Insolvent’
Michael Platt, founder of the $30 billion hedge fund BlueCrest Capital, spoke to Bloomberg Television’s Erik Schatzker and Stephanie Ruhle … Read more
Microsoft Is Not as Boring as it Appears
By Vitaly Katsenelson CFA, author of The Little Book of Sideways Markets, Active Value Investing and Chief Investment Officer at Investment Management Associates, Inc (IMA), a value … Read more
Bill Gates speaks on tackling climate change and global poverty
Scott Bevan speaks with Microsoft founder Bill Gates in a rare interview.
Julian Robertson ‘If Obama Had Been Romney’s VP For Two Terms He’d Make A Really Good President’ and on Why Hedge Funds are Failing
RARE INTERVIEW Hedge fund heavyweight Julian Robertson, the founder of Tiger Management Co., told CNBC’s Squawk Box this morning that … Read more
Thursday (12/15/11) Morning Pre-Market News: BAML IBD Bonuses Fall
Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals. Today’s … Read more
Rolling Stone Expose: Goldman Sachs Behind Every Market Crash Since 1920s
Goldman Sachs has played a crucial role in creating every market bubble since the 1920s — and has profited from … Read more
Peak Credit
By DavidMerkel What I write here will not be rigorous. We’ve heard about “peak oil.” We’ve heard about other resources, and … Read more