Monthly Archives: May, 2015

Sell in May Go Away?

You can learn a thing or two from history. For one, it happened, it’s a fact, and 2) not many people predicted it correctly. In...

The Monday Melee: Carl Icahn and Apple

Icahn vs. Cook Today Carl Icahn and his Icahn Capital LP wrote a letter urging Apple CEO Tim Cook to buyback more AAPL shares (below)....

Good Morning from Newport, RI

If you live in New England, or are visiting, there’s plenty of reasons to come visit Newport, RI. This weekend was buzzin’ from the...

Spring Still Not Here for the Economy

The early economic data for the second quarter is beginning to come in and it doesn’t look promising so far. Industrial Production data was...

$100 Million Room with a View, or Not

You just gotta love the obnoxious real estate prices in Manhattan. Vornado Realty Trust’s 220 Central Park South has already secured $1.1 billion, or...

Popular

Are You Living Your Best Retirement Life Like They Are?

In my conversation with you, we talked about how...

How’s Your Margin of Safety for Fixed Income?

You might be getting flooded with emails about “guaranteed”...

Good as Gold: Will Ron Paul Audit the Fed?

The price of gold has reached new highs. In...

January CPI Growth Driven by Shelter, Energy, and Food Prices

The U.S. Bureau of Labor Statistics reports that the...

Vanguard, Bogle, Young and Your First Grade Teacher

I know that you know Vanguard lowered its fees...

Startups Challenge China’s Rare Earth Stranglehold

Robert Wright of the Financial Times reports that HyProMag,...

U.S. Seeks Access to Ukrainian Resources

Treasury Secretary Scott Bessent will visit Ukraine this week...

Tackling the Cartel “Monster”

Christine Murray and Michael Stott of the Financial Times report that...

Bleeding Cash: How Tariffs Could Push Chinese Firms to the Brink

According to Hannah Miao of The Wall Street Journal,...

Underinsured and Overexposed: LA’s Wildfires and the Jumbo Loan Dilemma

Ann Choi, Yizhu Wang, and John Gittelsohn of Bloomberg...