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
Download Cove Street Capital’s August 2011 Strategy Letter Number 2 “The Slow Investment Movement”
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
Many things can aggravate someone who is invested in a very cheap stock. This one is particularly irking. For reasons unbeknownst to those rationally running
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
It does take some creativity and high IQ for many to justify “2 & 20.” I also think a Mrs. Montier might insist on a better
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,”
Bianco Research Comment: “Since December 2002 Bloomberg has conducted 99 monthly surveys. Of these, an incredible 95 surveys (96%) have forecasted higher rates. To repeat,
Download Cove Street Capital’s July 2011 Investment Strategy Letter Number 1, “Volume 1, Issue 1”
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
