Jim Grant on CNBC and Bloomberg
James Grant, publisher of Grant’s Interest Rate Observer, talks about the impact of the Federal Reserve’s policy of low interest … Read more
Month: June 2011
Chris Browne Resource Page Added to Value Walk
(Note: in the past comments and other features were disabled on the resource pages, I am in the process of … Read more
Robert Shiller Says U.S. Housing Market `Stuck in the Doldrums’
Robert Shiller, an economics professor at Yale University and co-creator of the S&P/Case-Shiller home-price index, talks about U.S. home prices, … Read more
June Contest: Microsoft Value or Value Trap (Last Chance to Enter!)
Note: I am reposting this as the conference is ending soon. You might also want to check out some of … Read more
Finding Investment Treasures in International Markets
By Vitaly Katsenelson CFA, author of The Little Book of Sideways Markets and Active Value Investing. Vitaliy’s website is Contrarian Edge … Read more
Nelnet (NNI) – Two Businesses for the Price of One?
Elie Rosenberg is a value investor based out of Dallas, Texas. He is the founder and editor of valueslant.com, a … Read more
Vicon Industries (VII)
Whopper is a deep value investor. He blogs at http://www.whopperinvestments.com Vicon Industries (VII) is an interesting stock that fits in pretty … Read more
Open Question to Joel Greenblatt
The latest issue of The Manual of Ideas is out. This week the issue contains an interview with Joel Greenblatt … Read more
Valuation-Informed Indexing #48:
What Causes CD Rates to Rise and Fall?
by Rob Bennett Five-year certificates of deposit (CDs) were paying returns of 7 percent in the late 1990s. Other super-safe … Read more
James Montier on Tail Risk Protection and Black Swans
This is the latest from James Montier. Montier discusses the increasing popularity of tail risk protection strategies. M0ntier notes the flaw in … Read more
Howard Marks and OakTree S-1
Howard Marks, the CEO of Oaktree Capital is one of the most famous investors who manages to keep a low … Read more
Michael Mauboussin Interview with Conseulo Mack
Michael J. Mauboussin is Chief Investment Strategist at Legg Mason Capital Management. Prior to joining LMCM in 2004, Michael was … Read more
Poorly-Timed SPR Oil Release Could Cost U.S. Taxpayers $1.5 Billion
By EconMatters World crude oil market has been rocked by the surprise announcement of the International Energy Agency (IEA) to release 60 … Read more
VALUEx Vail 2011 – Thoughts from the conference
By Vitaliy Katsenelson author of The Little Book of Sideways Markets, and Active Value Investing, and owner of contrarianedge.com VALUEx Vail 2011 is … Read more
David Einhorn in World Series of Poker
David Einhorn, who is buying a minority share of the Mets for $200 million, finished 18th in the 2006 World … Read more