Why Stock Buybacks Have Stopped Working
Valuations are stretched and the returns on capital just aren't there. Companies buying their own stock actually lag the rest of the market lately.
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Scaramucci Puts His 2020 Primary Money Where His Mouth Is
The hedge fund founder has formed a political action committee to fund alternatives to a Trump reelection next November. Will he run on his own?
Survivor Bias: Why Successful Value Investors Live Longer
Imagine sitting in a quiet office in Omaha, making a handful of big investment decisions every year. You spend rest of the time reading and thinking.
Which Democrats Billionaire Donors Love (And Hate)
According to the most recent filing, the 20 Democratic candidates that debated in Detroit received donations from 67 billionaires and their families.
Greenspan Deputy Sees Stagflation Ahead
Trade war with China is likely to generate a supply shock similar to the stagflation that hamstrung the economy in 1973-4, says Alan Blinder.
Ray Dalio: Bullish On China, Bearish On Trade War
Dalio suggests that China is following a similar historical trajectory of previous world powers and so will reward long-term investment at this stage.
Gundlach: Fed Has Lost Control, Curve Is Inverted
According to the current Bond King, the Fed has lost control of interest rates as "everybody is parsing all of these little arbitrary things."
