Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Markets, Rationality & Decision Making

Two Colossal Mistakes in Real Time

The Federal Reserve’s decision to cut short-term interest rates by 50 basis points in September 2024. The management of the LA Fires in 2025. Arguably

Read More »
Markets, Rationality & Decision Making

The Times They Are A-Changin

Statement from David B. Burritt, U. S. Steel President and CEO, on Today’s Order by President Biden January 3, 2025 – President Biden’s action today

Read More »
Markets, Rationality & Decision Making

The 2035 New York Rangers of Finance?

Cliff Asness of AQR Continues to Write From the FU Money Standpoint for Our Benefit Private Equity Public equity performance hurt, particularly in the U.S.

Read More »
Markets, Rationality & Decision Making

Bartleby the Scrivener Returns

On Friday after the close, ISSC filed an 8-K giving the CEO of a $134mm market cap company a stock package that could have been

Read More »
Markets, Rationality & Decision Making

Note to CFO: Less Cowbell

Yes, you are the CFO of a public company in the Great Era of Degradation in the quality of reported earnings. And yes, because “all

Read More »
Economics at Large

Riddle Me this Batman

“Buy these X stocks because Y will be elected.” Using the KBW Regional Banking Index (KRX), there was a 20% gain in Q4 2016 on

Read More »

Important Notice

You are now leaving Cove Street Capital’s website and entering Cove Street’s Mutual Fund website.