Increasingly Obvious Unintended Consequences
While we prefer not to opine in a macro-economic sense on most occasions, this piece sourced from Grant’s, nicely sums up thoughts expressed in a
While we prefer not to opine in a macro-economic sense on most occasions, this piece sourced from Grant’s, nicely sums up thoughts expressed in a
Funny things often happen on the way to the bank. It is also fair to say that sometimes you never reach the bank, or you
We have embarked on a longer-term project to digitize about 6 yards and 28 years of collected investment “literature.” Because this is the age of
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
As someone who does not watch CNBC unless I’m away from the office and utterly trapped in a small hotel room that only offers 5
Download Cove Street Capital’s September 2012 Strategy Letter Number 8, “You Didn’t Build This Rally”

Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed
“The fault, dear Brutus, is not in our stars, but in ourselves…” The latest in a long line of thought provoking pieces by investment consultant guru
I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the
Following last week’s Fender post: Why Fender Pulled Its IPO