Insights
The Herding Of Wall Street Around FANGs
Simpleton contrarianism is dead in the markets. At least for the time being. What is simpleton contrarianism? The best...
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...