Debt — Here, There and Everywhere
“The most rewarding things you do in life are often the ones that look like they cannot be done.” “I’ve … Read more
Steve Blumenthal
Klarman: “Value Investing Is Simple To understand But difficult to implement” And The Reach For Yield
Klarman: “Value Investing Is Simple To understand But difficult to implement” And The Reach For Yield “Value investing is simple … Read more
Deutsche Bank In Big Trouble: Bloomberg Markets Most Influential Summit
Deutsche Bank AG (NYSE:DB) In Big Trouble: Bloomberg Markets Most Influential Summit “It’s like déjà vu all over again.” — … Read more
Morningstar ETF Conference: Bernstein, Yusko and West : Deutsche Bank – Troubles Surfacing
“Being fully invested is a myth. You shouldn’t always be fully invested.” Mark W. Yusko, Founder, CEO and CIO Morgan … Read more
Morningstar ETF Conference – Best Ideas: Richard Bernstein, Mark Yusko and John West
Human beings do something really well. They buy what they wish they would have bought and they are spectacular at … Read more
Monetary Mountain Madness; Beyond 60/40 Portfolio
I and others however, have for several years now, suggested that the primary problem lies with zero/negative interest rates; that … Read more
U.S. Equity Market Valuations And Accounring
Woody Allen closes “Annie Hall” with a joke: This guy goes to a psychiatrist and says, ‘Doc, my brother’s crazy; … Read more