An oligopoly with pricing power.
A review of Howard Marks' presentation.
A review of James Bianco's conference presentation.
Jerry O'Connor speaks about the commercial real estate market.
John Paulson explains his bullish view on gold.
Andrew Hall presents the case for higher oil prices.
Jeffrey Gundlach explains that the dollar will benefit in the current deflation
Paul Singer discusses his experience with the automobile bankruptcies.
Hunter Lewis explains where Keynes went wrong.
Davis Stockman explains why it may be different this time.
Goodnight, sweet Supermodel
A conclusion to Grant’s Supermodel Portfolio.
A story about guarantees and the difficulty of removing them once grated.
Short description: The FDIC is rapidly expanding its employees and its budget.
A discussion of whether or not inflation can occur in today’s environment.
A nomination for risk czar.
A discussion of the Treasury market.
A comparison of asset heavy versus asset light companies in an inflationary environment.
Switzerland with humidity
A discussion of Singapore.
A recap of Steve Eisman’s conference speech.
Frank Partnoy introduces Ivar Kreuger.
A recap of Chris Burn’s conference speech
Barry Bobrow discusses bankruptcy financing.
A recap of Paul Isaac’s conference speech.
Jean-Marie Eveillard’s discusses what happened to value investors in 2008.
A recap of Martin Mayer’s conference speech.
A recap of Donald Coxe’s conference speech.
Green shoots and fatuous optimism
Signs of improvement in the economy are leading to an increase in speculation.