Category: Philosophical Musings

by Ben Claremon, Principal and Research Analyst Before you start rolling your eyes, this is not what you might think it is. Sorry, you aren’t

Download a detailed analysis of how a government agency can go completely off the rails of rationality. And it’s probably worse than we think.

While we simply HATE to do things that seem to contribute 90% to the din of noise that surrounds investing, this was put in our

From Fortune: Senators Call the Wrong Time Warner CEO to Testify about the AT&T Merger You may have heard about the controversial $85.4 billion merger

Check out this video on YouTube: Garrett Rips Secretary Lew For Not Playing by the Same Rules as the Rest of Us

From the Quanex Building Products Presentation on June 9th, 2016 Question (Unknown analyst): So for a number of the manufacturers, particularly in the window side,

Interesting Thinking

The following is a pretty accurate assessment of what is going in the US economy – we think. “—MSC Industrial Direct Q3 Earnings Call —

Druckenmiller – the Endgame Presentation

One of the reasons why Buffett remains important to us is the increasing frequency at which he echoes our own thoughts: I suggest that you

While parts of this wander from what we do day to day, I think it can be argued that it is difficult to divorce these

William Leggett, a Jacksonian Democrat and abolitionist, writing in the New York Evening Post, Nov. 21, 1834: “Whenever a Government assumes the power of discriminating

Quotation of the Day: “The problem for these guys is that I fully understand the system and I understand how they make their money. And

We’ve witnessed many weird and fascinating things in these six years of zero interest rates and quantitative easing but nothing that we’ve seen has personified

“Logic and experience indicate that barring investments in a major, integral sector of the global economy would—especially for a large endowment reliant on sophisticated economic

Download a recent speech by noted Soros “sidekick” Stanley Druckenmiller