MARKETS

Darden Investment Conference: Kyle Bass on Energy

Darden Investment Conference: Kyle Bass on Energy

Kyle Bass recently moderated a discussion on energy, natural gas, supply, infrastructure, energy policy, demand and growth opportunities at Darden’s Investment Management Conference.

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Larry Summers on the Financial Crisis and Economic Growth

Larry Summers on the Financial Crisis and Economic Growth

Larry Summers talks about the financial crisis and economic growth with Eric Schmidt at Zeitgeist Americas 2013. [Photo: WorldEconomicForum/Flickr]

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FLOORED (full documentary)

FLOORED (full documentary)

“Enter a world where pandemonium reigns and reckless ambition rules: the trading floors in the financial canyons of downtown Chicago. Here, men use strange hand […]

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Apple Poised to Impress Investors

Apple Poised to Impress Investors

Apple investors continue to be patient, as they look forward to new products that will likely be evolutionary as opposed to revolutionary.  Many are hoping […]

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Mid-year Portfolio Review

Mid-year Portfolio Review

With the second quarter ending last week and the Fourth of July holiday past, now is a great time to reassess your investment portfolio. 2013 […]

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Chart of the Week: Mortgage Financing Rates

Chart of the Week: Mortgage Financing Rates

Major spike in rates over the past month…   And, for anyone who missed Didier Sornette’s TED talk: “Are there any other forecasts for the coming […]

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Weekend Reads

Weekend Reads

Bernanke KIKs the Can – Bruce Krasting The Greatest Investment Book Ever Written – Brooklyn Investor Transcendental Money – DaveNet Peer-to-peer lending needs a new name – […]

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Gold Hovers Near Recent Lows

Gold Hovers Near Recent Lows

Gold futures prices edged slightly higher despite a rise on the US dollar, and continued low inflation expectations.  Gold prices experienced a rebound last week, […]

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Will Jawboning Stop the Decline of the Yen?

Will Jawboning Stop the Decline of the Yen?

The weakness of the Japanese yen seems to been a boon for the Japanese economy which released better than expected GDP data last week and […]

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Euro Data Will Shed Light on Currency

Euro Data Will Shed Light on Currency

The Euro currency was able to rebound slightly at the beginning of the week, despite an interest rate differential that is pointing to a lower […]

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Gundlach on Japan, QE, Apple, and Bond Market

Gundlach on Japan, QE, Apple, and Bond Market

Jeffrey Gundlach sat down with Reuters Hedge World earlier this week and discussed his outlook for a variety of markets and economic conditions. Much of […]

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Li Lu Presentation to FAME

Li Lu Presentation to FAME

Li Lu, founder and chairman of Himalaya Capital Management, is a prominent investor who has somewhat flown under the radar. Berkshire Hathaway’s Charlie Munger is a strong supporter of […]

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Paul Tudor Jones Documentary “Trader”

Paul Tudor Jones Documentary “Trader”

This is a rarely seen documentary on Paul Tudor Jones that was done by PBS in 1987. The video has appeared off and on in […]

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Fragility and the Fat Tails

Fragility and the Fat Tails

One of the most neglected discussions in all of finance regards fragility, which results in incredible volatility in the investing space.  Investors typically work to […]

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Passive Investing Evidence

Passive Investing Evidence

SensibleInvesting.TV put together a great video of interviews and insight from top academics and investment industry professionals, summarizing the value of passive investing and challenging […]

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Hedge Fund Real Estate Activity

Hedge Fund Real Estate Activity

In today’s note, Art Cashin (UBS Director of Floor Operations at NYSE) commented on hedge fund activity in the real estate space over the past […]

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Jeremy Grantham Interview with Charlie Rose

Jeremy Grantham Interview with Charlie Rose

Jeremy Grantham sat down with Charlie Rose earlier this week to discuss his economic and investing outlook. Grantham is GMO‘s cofounder and chief investment strategist […]

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Tech Value Trap

Tech Value Trap

Philippe Laffont of Coatue Capital Management discussed the tech space and why Buffettologies don’t apply to this sector on Bloomberg TV earlier today. [Photo: seantoyer/Flickr]  

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Shilling is Bullish on Treasuries & USD

Shilling is Bullish on Treasuries & USD

Gary Shilling recently spoke with Steve Forbes about financial deleveraging and his investing outlook, citing treasuries, the USD, consumer staples, and North American energy as […]

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Eric Sprott on Gold Dynamics

Eric Sprott on Gold Dynamics

Eric Sprott recently spoke with Greg Hunter about his expectations for gold, based on supply and demand drivers in relation to central bank spending and […]

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