Market Cheat Sheet Oct. 18, 2018

Track the Markets: Winners and Losers; Compare the performance of selected global stock indexes, bond ETFs, currencies and commodities (YTD and Current Quarter) – WSJ “Current stretch of European underperformance is unprecedented both in length and magnitude; earnings recovery is coming back very strongly and Europe’s operational leverage is vastly underappreciated; discount to the US […]

Advertisements
Continue Reading

March 14, 2017

The Best Acquisitions Are Not All In The Permian: A Comparison Of 4 US Deals [OIL & GAS 360] Charlie Munger’s Most Important Concept (Takeaways From The DJCO Meeting) [BASE HIT INVESTING] Book Review: There’s Always Something To Do [The Rational Walk] The Facts Are True, The News Is Fake [MEDIUM] One Piece At A […]

Continue Reading

February 13, 2017

The Brazilian Investors Who Control Kraft Heinz Are Applying Their Proven Formula To Construct A New Global Food Colossus. What Will They Buy Next? [FORTUNE] Golden Exit Packages For Government Service [THE RATIONAL WALK] How New York City Gets Its Electricity [THE NEW YORK TIMES] Jeff Immelt On Dealing With Trump and Globalization [BLOOMBERG] Does […]

Continue Reading

January 28, 2017

Is NATO Obsolete? [MAULDIN ECONOMICS] Inside Sears’ Death Spiral: How an Iconic American Brand has Been Driven to the Edge of Bankruptcy [BUSINESS INSIDER] Goldman Sachs Doesn’t Care What You Think [EPICUREAN DEALMAKER] Marcus Aurelius on Business, Investing, and Modern Life [RATIONAL WALK] Analyst Ratings and the Institutional Imperative [BASE HIT INVESTING] Trump Signs 3 […]

Continue Reading

January 19, 2017

Let’s Talk About Self-Driving Cars [MEDIUM] Gundlach’s Forecast for 2017 [ADVISOR PERSPECTIVES] How to Read a 10-K Annual Report Efficiently [THE RATIONAL WALK] Importance of Knowing Your Investment Boundaries (Sears Mini-Case Study) [BASE HIT INVESTING] Bond Guru Who Called Last Bear Market 40 Years Ago Says Go Long [BLOOMBERG] Aren’t Cars Supposed to be Flying […]

Continue Reading