J.C. Penney Company, Inc. (JCP): Out With The Old, In With The New
When the CEO talks, it is good to listen. That is especially true when it is concerning the recommendations of … Read more
When the CEO talks, it is good to listen. That is especially true when it is concerning the recommendations of … Read more
“The Chinese and Japanese current account surpluses have fallen noticeably, and the US current account deficit has narrowed too. However, … Read more
An SEC filing reveals Bill Ackman’s Pershing Square Capital Management sold a part of its highly profitable investment in BEAM … Read more
Hedge funds are expected to again outperform their historical average return in 2014, notes Deutsche in its recent research report. … Read more
Jos. A. Bank Clothiers Inc (NASDAQ:JOSB) is in discussion to acquire apparel fellow retailer Eddie Bauer, according to a report … Read more
The Lloyds Banking Group PLC (ADR) (NYSE:LYG) (LON:LLOY) earnings report from Joseph Dickerson of Jefferies below. The Lloyds Banking Group PLC (ADR) (NYSE:LYG) (LON:LLOY) pre-announcement of £6.2bn … Read more
MBIA, Assured Guaranty, Ambac: What Are We to Make of Report of Potential $2bn Puerto Rico Financing? via Mark Palmer … Read more
Hottest links for Saturday-Sunday, February 1st-2nd, the weekend edition (see Firday’s edition here). Get our free daily newsletter (which HAS … Read more
The Case Against Target Prices by David Merkel, CFA of Aleph Blog I know that much of the money management business sets … Read more
Central Banker Throwdown By John Mauldin February 1, 2014 Narrative or Reality? What’s Driving Emerging Markets? The Second Machine Age Rajan … Read more
Michael Pettis is Professor of Finance, Guanghua School of Management, Peking University, author of The Great Rebalancing: Trade, Conflict, and the Perilous Road … Read more
While many value investors accept down months, even the most hardcore value investors do not enjoy losing money. Dan Loeb’s … Read more
In the latest development on the takeover battle between the two men’s clothing retailers, The Men’s Wearhouse Inc. (MW) approached the independent … Read more
Fixed Income, Inflation And Deflation – Fire And Ice by David Merkel, CFA of Aleph Blog This is a hard time to … Read more