Archive

Taking the 'Activist Investor' View

It's time for a Uniform Accounting "refresher course"...

• SHAK

China's Housing Market May Never Recover

Developers are running out of people to sell to...

• 2007.HK

This Shadow Bank Has Issues – and It's Starting to Pay the Price

When you have a company that doesn't get regulated like a bank even though it acts like a bank... that's a big risk.

• BX
• GS
• SI
• SIVB

The Four Possible Scenarios for the U.S. Economy

You shouldn't put too much faith in any one scenario as the absolute truth...

You're Not Thinking Enough About This Japanese Philosophy

This approach is key in today's business wins...

• AMZN
• DHR
• TM

The Critical Commodity Behind the Next U.S. Industrial Boom

We're about to enter a new "gold rush"...

• SLI
• XOM

Banks Will Save Their Biggest Customers First

When we look at credit risk, we're not just looking at a company's current debt or assets...

Private Equity Didn't Learn Anything From 2008

PE firms like Blackstone are playing with fire today...

• BX

Bankruptcy Is Only One Piece of the Puzzle

Today's signs of stress are now matching the tough times of 2020...

You Can't Afford to Turn Your Back on Discipline

Too often, investors get caught up in sensationalism...

• CHGG
• PYPL