We do have a number of client partners for whom we manage assets in a “socially responsible” fashion. That means a lot of things to
Download Cove Street Capital’s January 2018 Strategy Letter Number 31, “Another Lap Around The Sun”
BITCOIN: J.P. Morgan boss Jamie Dimon: “It’s a fraud. It’s worse than tulip bulbs. It won’t end well. Someone is going to get killed.” In
Download Cove Street Capital’s October 2017 Strategy Letter Number 30, “Can You Walk Past the Doughnuts?”
Risk—the extent of loss that a person or an organization can withstand without having to significantly change spending habits. THIS drives a lot more market
Download Cove Street Capital’s June 2017 Strategy Letter Number 29, “Not Going Gently into the Night: Active Management and Electric Guitars”
Download Cove Street Capital’s March 2017 Strategy Letter Number 28, “Hooey and the Sausage Making”
Download Cove Street Capital’s November 2016 Strategy Letter Number 27, “Some Things Really Do Change”
Download Cove Street Capital’s September 2016 Strategy Letter Number 26, “Dow 36,000…and the Grumbling Hive”
Download Cove Street Capital’s July 2016 Strategy Letter Number 25, “T.I.N.A. Will Be a Cruel Mistress”
Download Cove Street Capital’s April 2016 Strategy Letter Number 24, “Living in an Economics-Free Zone”
Download Cove Street Capital’s January 2016 Strategy Letter Number 23, “Waves in an Ocean of Guesses”
Download Cove Street Capital’s September 2015 Strategy Letter Number 22, “Paleo Investing”
Download Cove Street Capital’s July 2015 Strategy Letter Number 21, “Three Anecdotes Don’t Make a Data”
Download Cove Street Capital’s May 2015 Strategy Letter Number 20, “Don’t Bring a Knife To a Gun Fight”
Download Cove Street Capital’s January 2015 Strategy Letter Number 19, “The Great Complacency…Continued”
Download Cove Street Capital’s September 2014 Strategy Letter Number 18, “Metastability”
Download Cove Street Capital’s July 2014 Strategy Letter Number 17, “Hockey is Nothing Like Investing”
Download Cove Street Capital’s March 2014 Strategy Letter Number 16, “What Would You Do if You Were Prem Watsa?”
Here are some thoughts that didn’t make it into our January Strategy Letter but that I wanted to clean off the plate for the New
Download Cove Street Capital’s January 2014 Strategy Letter Number 15, “The Fear Pendulum: From End of the World to Market Melt-Up?”
Download Cove Street Capital’s October 2013 Strategy Letter Number 14, “Steve Jobs Didn’t Give a *!@% About the Debt Ceiling”
Download Cove Street Capital’s August 2013 Strategy Letter Number 13, “Who Are You Going to Believe—These Non-GAAP Numbers or Your Lying Eyes?”
Download Cove Street Capital’s May 2013 Strategy Letter Number 12, “Harleys and Leather Jackets”
Download Cove Street Capital’s March 2013 Strategy Letter Number 11, “Call Him Ishmael”
Download Cove Street Capital’s January 2013 Strategy Letter Number 10, “The Lost Decade…Found?”
Download Cove Street Capital’s November 2012 Strategy Letter Number 9, “Idiosyncratic Risk…and the Other Kind”
Download Cove Street Capital’s September 2012 Strategy Letter Number 8, “You Didn’t Build This Rally”
Download Cove Street Capital’s June 2012 Strategy Letter Number 7, “Volcker Does Not Rule”
