Alibaba vs. Amazon
…a variety of subsidiaries, is China’s largest ecommerce company, offering solutions to millions of businesses and hundreds of millions of consumers. Some analysts estimate that as much as 80 percent…
…a variety of subsidiaries, is China’s largest ecommerce company, offering solutions to millions of businesses and hundreds of millions of consumers. Some analysts estimate that as much as 80 percent…
…manifestation for the additional risk that value stocks represent. On average, though, the distressed companies right themselves thanks to action by company management. Some companies go under, like Borders Bookstores,…
…evidence and a strong theory, but as far as the future goes, promises are hard to make, especially in a regulated industry like ours. But here’s an example of a…
…funds called the Primary Fund that ‘broke the buck’ after Lehman Brothers went bankrupt. In this case, the Primary Fund was holding commercial paper issued by Lehman Brothers and when…
Interest rates are low and many investors are worried about rising rates, which can hurt bond prices. As always, Wall Street has rushed to the aid of investors by creating…
…fund, in part because when Warren Buffet unwound his hedge fund in the late 1960s, he recommended that his clients go to Sequoia, which was run by his friend Bill…
…now and again, something I plan to do from time to time when I don’t have an idea (like now) on periodic Throwback Thursdays. The commentary below dates back to…
…has more than made up for the underperformance from the first year. Over the second half of the period we saw some volatility in rates, but most rates currently sit…
…be coming up in the headlines in the coming days. Perhaps we avoid another brouhaha and politicians come to their senses and do what needs to be done. We have…
…are. Of course, there are differences like REITs versus actual properties, they have different goals, time frames, balances, etc, but the fundamentals appear to be very similar to what we…