This Is Seriously One of the Best Things I Have Ever Read on Investing
Psychology of Intelligence Analysis
Psychology of Intelligence Analysis
Uncorking the Muse: Alcohol Intoxication Facilitates Creative Problem Solving
Please read this and try not to weep. Let me see if I understand this correctly. The President of the United States gathers together a
THIS is a superbly interesting thought process that is eminently applicable to investment management, and it can be argued that I have seen balance sheets
Our CIO Jeffrey Bronchick gave a presentation at the Emerging Managers Summit in Chicago. Download the slides here.
What’s great about Jim Grant writing for the unwashed minority (those who toil in official positions in Washington) is that you can re-link and comment without
This is a prepared text of the Commencement address delivered by Steve Jobs, CEO of Apple Computer and of Pixar Animation Studios, on June 12,
The VIX is the Chicago Board of Options (CBOE) Volatility Index, and regardless of what it was intended to do, what it does do is
by Ben Claremon | Research Analyst All European banks are insolvent! Germany is going to leave the Euro! The US is going to default on
To further share the Cove Street research communication duty, I introduce Analyst Eugene Robin. – Jeffrey Bronchick, CFA | Principal, CIO DATA MINING: THE GIFT
To counter the rumor that I am incapable of ceding the pen, I present Ben Claremon—a.k.a. The Inoculated Investor—Cove Street Analyst. – Jeffrey Bronchick, CFA
Federal Reserve Chairman Ben Bernanke’s speech in Jackson Hole today was notable for what it did not contain—a big silly and asset levitating QE3 program—although
It seems hard to reconcile this piece by Warren Buffett with the fact that he is engaged in possibly the largest tax-free transfer of wealth
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
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,”
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
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