Revisited: Financials Are Setting Up To Lead The Markets Down In what seems like an appropriate moment to bring the subject back to life, a follow up to my early February article...
Opportunity Found: Specialty Property Casualty Insurers The property casualty space is one I watch closely for a number of reasons: It's an industry that doesn't change much...
Tesla Is Setting Up For A Move To 500 Of all the hateriffic stances on Wall Street, the vitriol constantly spit at Elon Musk and Tesla is the most...
KKR Has Long-Term Compounder Written All Over It My investment style can be best classified as boring. I don't turnover portfolios very often. Our largest holding has...
Markets Have One Problem Only Moving Forward… The cost of money is going up. There is no need to dissect the markets any further for the remainder of 2018. It's a...
Crude Oil Is About To Complicate Our Financial Lives While most are discounting the possibility of anomalous events taking place in this new era of low volatility, group...