Wednesday, March 15, 2017
A reason for caution
I'm cautious about the stock market because credit growth has stalled. Since December, total bank credit in the United States has fallen...
Saturday, July 2, 2016
Book review: "Everybody Wins! A Life in Free Enterprise" by Gordon Cain
Despite what its title suggests, Everybody Wins! A Life in Free Enterprise isn't an encomium to capitalism. Instead, it's the autob...
Friday, July 1, 2016
Book review: "Capital Returns" by Edward Chancellor
Marathon Asset Management is a successful investment manager in London. It manages seven funds with long track records and, remarkably, each...
Wednesday, June 1, 2016
Articles of interest
Aircraft Russell Clark of Horseman Capital warns about risks in the aircraft-leasing market . Banking Nate Tobik from Oddball Stocks de...
Tuesday, May 24, 2016
Book review: "The Very, Very Rich and How They Got That Way" by Max Gunther
Before Forbes began publishing its list of the 400 richest Americans, Fortune magazine compiled its own annual rich list. Max Gunther's ...
Monday, May 23, 2016
Predicting long-term winners is difficult
In the past few years, compounders—companies that can steadily compound their earnings and equity value over long periods of time—have captu...
Sunday, May 22, 2016
Book summary: "King Icahn" by Mark Stevens
Below is a summary of Mark Stevens's King Icahn , a biography of Carl Icahn. It's an interesting book about an interesting guy, and ...
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