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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 […]

Yahoo and Jack Ma

Only somewhat facetiously, I wonder out loud why Jack Ma was not arrested at the U.S. border last week when he spoke at The Wall Street Journal’s “All Things Digital” Conference. On a massive and very public scale, he is […]

Thank You Mr. Dimon

At what was surely a suave gathering of banking officials in Atlanta on June 7, this exchange was noted between Morgan Stanley’s Jaime Dimon and Fed Chief Ben Bernanke. The answer should scare you. Mr. Dimon: Y’know, I have this, […]

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