Jeremy Grantham: Fair Value of S&P Far Below 975
Excerpt: Profit margins dominate the P/E equation above, so that the market is unlikely to come down even to … Read more
Excerpt: Profit margins dominate the P/E equation above, so that the market is unlikely to come down even to … Read more
By Todd Sullivan of Value Plays The SAP deal for SuccessFactors (SFSF) for $3.4B has sparked a frenzy in “cloud” shares today … Read more
Dear Colleagues, I was up very late last night watching measures of European short term funding go to the highest … Read more
By: Greg Speicher #7: Avoid Hot Industries with No Barriers to Entry A Lex column in yesterday’s Financial Times, “Solar: the sun … Read more
Green activists, take note – for Australia fully to embrace solar power, Canberra would have to spend $100 billion, with … 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. Today’s … Read more
John P. Hussman, Ph.D. In recent months, we’ve observed a fairly neutral flow of economic data – not strong by … Read more
By EconMatters Stock markets soared after the coordinated actions on Wed. Nov. 30 from six central banks around the world — … Read more
Marc Faber’s big China short. Forget Europe, says Faber, it’s China that’s in for a major slowdown, with CNBC’s Simon … Read more
The latest from Kyle Bass: On Greece: For those who think a 50% write-down on debt will fix Greece, … Read more
By Pakonomy, unique site covering everything about economics and finance of the 6th largest country in the world by population. … Read more
Stephen Roach, non-executive Chairman of Morgan Stanley Asia, spoke with Bloomberg Television’s Betty Liu about Europe’s crisis, the banking system … Read more
Bill Gross, co-chief investment officer at Pacific Investment Management Co., discusses the U.S. November jobs report and the outlook for … Read more
Bruce Greenwald, a professor at Columbia Business School, talks about investor psychology and the performance of financial markets. He speaks … Read more
The war stories continue. In this lecture an experienced investor speaks about how he found, valued and managed his investment … Read more