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Learning From Michael Burry

Learning From Michael Burry by Street Capitalist If you have ever wanted to learn about Michael Burry, read this post. It is long, but if you feel like skipping what I think, just read the content in the block-quotes, those […]

Technical Analysis of the Lumber Market

Technical Analysis of the Lumber Market

Technical Analysis of the Lumber Market Housing Demand Thesis   The last two years rents have been rising primarily due to supply and demand issues. There hasn`t been enough multifamily housing to keep up with the demand, and as the […]

Did TARP Reduce Or Increase Systemic Risk?

Did TARP Reduce Or Increase Systemic Risk?

Did TARP Reduce Or Increase Systemic Risk? The Effects Of TARP On Financial System Stability Allen N. Berger University of South Carolina – Darla Moore School of Business; Wharton Financial Institutions Center; European Banking Center Raluca A. Roman Federal Reserve […]

Get Ready for Beijing the Mega-City: Phase II

Get Ready for Beijing the Mega-City: Phase II

The emergence of Beijing as a +100M person mega-city is a pretty awesome story. Some thoughts on where are are and what’s coming next. The economics of Beijing as a mega-city are already fantastic. The population of the Beijing-Tianjin-Hebei cluster […]

Keynesian vs. Austrian Economics [INFOGRAPHIC]

Keynesian vs. Austrian Economics [INFOGRAPHIC]

There has been an unsettled debate among economists for a century now of whether government intervention is beneficial to an economy.  The heart of this debate lies between Keynesian and Austrian economists (though there are other schools as well). H/T BrattleStreet […]

A Year for Value?

A Year for Value?

While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic about the year ahead. And, they believe the environment appears favorable for value investing to shine. Read on for the team’s […]

Hiding The High Price Of College Sports

Hiding The High Price Of College Sports

Hiding The High Price Of College Sports by Jerry K. Slice, Jody W. Lipford Some schools spend more than $10,000 per student A barrage of articles in the popular press points out the escalating cost of higher education, rising student […]

What Activist Investing In 2015 Was Like

What Activist Investing In 2015 Was Like

As of mid-December, there had been a record-setting 355 activist campaigns announced against U.S. companies, topping the previous record of 353 set in 2008. These high-impact activist campaigns – those focused on value creation, public short, board seat, and officer/director removal, […]