Unlike most of the rest of the world, I will attempt to minimize all there is to say about the beginning of the next 4 years, as the persistent yack and what to make of it reverberates in all corners of the financial globe.
Despite the usual breathless fawning, let’s face it, Buffett’s latest letter reads as if it’s the last one and he duly notes it. And it’s
One can correctly argue that what comes out of a politician’s mouth is some combination of what someone told him to say, the last thing
Charles Skorina is an interesting “old hand” – CharlesSkorina.com – who runs an executive search firm for the endowment world. And I like his letter.
we started an LP 3 years ago to capture and execute on opportunities that were outside the box of many institutional clients in terms
A few hundred years ago, shortly after beginning Phase II of life as Cove Street Capital, I was “summoned” to a very large allocator organization, after 10 years of annual treks and pitches to zero avail.
I like writing about investing. I wrote a quarterly investment letter for the fund when semi-annual was all that was required. But the nonsense that
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
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
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.
