Monthly Archives: July 2011

The Simple Life of Cash

It does take some creativity and high IQ for many to justify “2 & 20.” I also think a Mrs. Montier might insist on a better picture.  Click here to read more.

Steve Wynn Leading the Charge

How rare is it for a visible corporate leader to speak publicly on anything but their latest green initiative? July 2011 Conference Call I believe in Las Vegas. I think its best days are ahead of it. But I’m afraid […]

Another Priceless Quote Coming out of the European Crisis

From The Telegraph: “If the European Union could monetize the value of the credibility it has destroyed, it would be the richest organization on earth,” said one major credit manager.

It’s Okay for Us to Quote Bond Managers

To the best of our knowledge, Van Hoisington and Lacy Hunt have been long 30-year Treasury strips since we started in this business in 1984, and the record has been ridiculously good in a cheerily volatile way. This is a […]

The Crowd Around Rising Rates

Bianco Research Comment: “Since December 2002 Bloomberg has conducted 99 monthly surveys. Of these, an incredible 95 surveys (96%) have forecasted higher rates. To repeat, only four times since 2002 (4%) have economists been forecasting lower rates. Those instances are […]

CSC Strategy Letter | Number 1 | Volume 1, Issue 1

Download Cove Street Capital’s July 2011 Investment Strategy Letter Number 1, “Volume 1, Issue 1”

European Spade Work

The Cove Street team remains confident we will see a European Vacation at an acceptable exchange rate. Here is a nice paid clip from the FT: S&P: Calling a Spade a Spade Be careful what you wish for. Those European […]