Graphs from “Visualizing Countries Grouped by Their Largest Trading Partner (1960-2020)” Read the full article here.
From the Financial Times: “Bernanke, who led the Fed for two terms from 2006 to 2014, was criticized in some quarters for failing to foresee
Take a gander at the takeaways from this “thought piece.” One can make fun of the history of UN fecklessness, but this line of thinking
I am only half kidding with the title above. This article adds some historical perspective to the Small vs. Large debate. Throw in the Value
In the article below, “The Size Factor,” the authors come to the logical conclusion, “small caps are trading at the steepest discount to large caps
It’s a beautiful thing to be able to tie in anything guitar related with a relevant eye on the investment world, particularly when writing
Murray is one of the great thinkers of our generation of investors in this writer’s rarely humble opinion. He also has a set of interesting
“I am resigning from my position as CEO where I buried the company in Bitcoin to spend more time burying the company in Bitcoin.” MicroStrategy
Because the artificial suppression of interest rates worked so well to blow up asset prices, some of which are now in the severe hangover phase,
BLOTS ON A FIELD? A neuroscience image sleuth finds signs of fabrication in scores of Alzheimer’s articles, threatening a reigning theory of the disease 21
From a recent piece in the WSJ by the Townsend Group. Our simple note. The invention of “quantitative easing” essentially meant that the Treasury printed
Commentary on a June 23rd article in the WSJ. Our industry loves to quantify and categorize. It’s not that easy in real life. Our presentation
I started to cherry-pick some paragraphs here, but why? Read for yourself. The man has an opinion. I think the opinion resonates a LOT with
Take from an article in Bloomberg, April 6th If Stocks Don’t Fall, the Fed Needs to Force Them Tightening financial conditions will be key
I recognize that there may be a perception among people who avoid Twitter that the platform represents the epitome of everything that is wrong with
Source: MIDiA Research Forget peak Netflix, this is the attention recession by Mark Mulligan Netflix’s Q1 2022 results caused a stir, with subscriber numbers down
One of the joys of being a securities analyst is reading conference calls when a CEO goes AWOL and tells people what he or she
Seeking Safety Well, this has certainly been an eventful quarter. Russia invaded Ukraine, and although not to downplay the severe humanitarian crisis that has resulted,
Our very own Eugene Robin was published in the Q1 2022 Issue of the MicroCap Review Magazine. In the article Eugene covers the issues facing
There are some things that are different in managing assets invested in smaller companies than larger ones. Energy is one such thing. Two years ago,
We would simply note that in the absence of leverage, one does not have to “freak out” when the market goes down. In fact, new
Insurance is something we think we know something about, which entitles us to call out from time to time people who know absolutely nothing about
Team Van Hoisington has essentially walked into their office every day since 1982 and said, “Buy More 30 Year Treasuries.” That has arguably been the
Kicking smart people when they are down has been a great American pastime since the ink dried on the constitution. We pass on that activity.
Wow. I was very worried about how we would move forward in 2022, but now that we have the materiality of this risk factor carefully
Let’s just say it – he is better than ours. Not necessarily more right, and yes, our own Ben Claremon has a better podcast, but
Gavin Baker of Atreides Management in the Q3 Graham and Doddsville newsletter out of Columbia Business School. Also known as “Thoughts that plague you at
Well, we think this is important. Not just as a card-carrying member of planet earth, but as an investor. The amount of contradictory “flow” in
