Valuation-Informed Indexing #66: Why Is the Valuations Topic So Darn Controversial?
by Rob Bennett I want to draw your attention to a recent blog post by my favorite investment researcher, Wade … Read more
by Rob Bennett I want to draw your attention to a recent blog post by my favorite investment researcher, Wade … Read more
I came upon these great notes. I assume they are okay to post, but if I am asked to move … Read more
This is juicy! No comment…. Congressman Tim Huelskamp appeared on Fox Business with host Tom Sullivan on Friday, October 28 … Read more
Wilbur Ross further details his reasons for being bullish on Japan. 36% of Japanese subsidaries’ earnings come from emerging markets. … Read more
Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals. Morning … Read more
Great article on demographics, one of THE most important drivers of economic growth. Reprinted with permission: This week … Read more
Value investor Whitney Tilson on Wednesday praised Netflix CEO Reed Hastings, even though the company’s made a number of errors … Read more
Niall Ferguson, author of The Ascent of Money, follows the money to tell the human story behind the evolution of our … Read more
Wilbur Ross, Chairman of WL Ross & Co, says the Japanese market is the most liquid in the world. Some … Read more
Kenneth Rogoff authored, This Time Is Different: Eight Centuries of Financial Folly Some quotes from Kenneth Rogoff’s video interview: “It feels … Read more
I came upon these great notes. I will be posting notes over the next few weeks from all the lectures. … Read more
Morning Market Levels: S&P futures are down -6 points to 1,276 Europe: DJ Euro Stoxx -0.5%, FTSE -0.2%, CAC -0.5%, … Read more
1) We established a position in Netflix two days ago on the day the stock crashed 35%. Given our unsuccessful timing … Read more
China is on “a bigger and faster treadmill” than ever as property sales slow, said Jim Chanos, the hedge-fund manager … Read more
Ray Dalio is the CEO of Bridgewater Associates, the largest hedge fund in the world, with over $125 billon aum. … Read more