Commentaries

Recent

Choosing a successor has become a fixation at Berkshire company events in recent years. The board would do well to avoid a Warren Buffett clone.

Hedging strategies for the mass market are theoretically possible with the right delivery and the right scale. Is this how alternative assets bloom?

In January, Doll offered 10 predictions based on the premise that the expansion was getting old. How is his forecast doing in a post-COVID world?

As the tide of easy money and a weaker dollar rolls in and pumps asset prices across the board, the Fed is leaving millennials high and dry.

At this point, valuations of the S&P 500 are not a product of fundamentals but rather fiscal policy and the idea that we're coming back to normalcy.

Bridgewater Associates has laid off several dozen employees across the company this month, an unusually large cut at the world’s largest hedge fund.

Zero-rate world turns the dollar into dead money and when inflation comes back the Fed's rescue efforts will make things worse. Protect clients now.