Longtime readers of mine — going back to the email days 10 years ago — will note that at various times I have been bullish or...
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Very strange confluence of media coverage this morning on the banking sector. All three major financial papers (WSJ, NYT, Barron’s)...
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The Sunday NYTimes has an interesting commentary from Harvard prof Greg Mankiw on Corporate taxes: Compared with other ways of funding...
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Our colleagues over at Plexus Asset management in South Africa put out a fascinating study of the history of S&P500 returns. Prieur...
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Over the past few years, I have noted (repeatedly) that despite record earnings (Quarter after Q of double digit year-over-year gains),...
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