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  • How Fund Managers Who Invest Elsewhere Exploit Their Clients
    Tue, Jul. 22 SPY, QQQ, DIA 4 Comments
  • Why Dividend Payers Aren't Boring
    Tue, Jul. 22 DVY, AMLP, AMJ 5 Comments
  • How Central Banks Are Ruining The Insurance Business
    Tue, Jul. 22 KIE, IAK, KBWP 2 Comments
  • Buying Emerging Markets From Home
    Jun. 18, 2013 IBM, PG, FXI Comment!
  • Reminding Cincinnati Bell's Management Who They Work For
    Feb. 28, 2013 CBB 5 Comments
  • Unlocking Value In Microsoft The Einhorn Way
    Feb. 7, 2013 MSFT 7 Comments
  • Freeport McMoRan Returns To The Oil Business - Other E&P Names In Play
    Dec. 5, 2012 DVN, RRC, CRK 1 Comment
  • Fiscal Cliff: Alternatives To Conventional Wisdom
    Nov. 27, 2012 SPY, IVV, DIA 2 Comments
  • How We'll Painlessly Avoid The Fiscal Cliff
    Nov. 15, 2012 BRK.B, GDX, KRFT 9 Comments
  • Tax Fears Hit MLPs
    Nov. 14, 2012 AMJ, AMLP, MLPG 21 Comments
  • Managing Downside Risk With The Fiscal Cliff
    Nov. 8, 2012 KRFT, MCD, GDX Comment!
  • Investing On The Edge Of The Fiscal Cliff
    Oct. 26, 2012 BRK.A, GDX, CXW 3 Comments
  • Will Central Banks Cancel Government Debt?
    Editors' Pick • Oct. 15, 2012 MSFT, GDX, YCS 105 Comments
  • The Carnage In Pimco's High Income Closed-End Fund
    Oct. 10, 2012 PHK 53 Comments
  • The Increasing Risk In Owning Bonds
    Oct. 5, 2012 LQD, PPR, EMB 2 Comments
  • Why Kraft Still Looks Cheap Before It Recrafts Itself
    Sep. 27, 2012 MDLZ 6 Comments
  • The Optionality In Shorting The Yen
    Editors' Pick • Sep. 24, 2012 YCS 13 Comments
  • Coeur D'Alene CEO Krebs Looking To Make Acquisitions
    Sep. 20, 2012 CDE 8 Comments
  • Bernanke Makes The Case For Gold
    Sep. 18, 2012 2 Comments
  • Buoyant Natural Gas Lifts Stocks
    Sep. 11, 2012 RRC, CRK 2 Comments
  • Long Gold Miners/Short S&P 500 ETF Pairs Trade
    Editors' Pick • Aug. 31, 2012 GDX 18 Comments
  • Greece Borrows From Shiller's Book
    Aug. 21, 2012 EU, GREK 4 Comments
  • Energy, Restaurants And Retail Stocks In A Cautiously Rising Market
    Aug. 15, 2012 1 Comment
  • Why A Greek Exit From The Euro Isn't Inevitable
    Editors' Pick • Jul. 31, 2012 GREK, FXE, EU 61 Comments
  • The Dumbest Idea In Finance: A Diversified Hedge Fund Portfolio
    Editors' Pick • Jul. 19, 2012 11 Comments
  • Patriot Coal Succumbs To Cheap Natural Gas
    Jul. 11, 2012 CRK, PCXCQ, DVN 2 Comments
  • Why We're Betting On CDE Management By Buying The Gold Miners ETFs
    Jun. 29, 2012 CDE 5 Comments
  • The Principal-Agent Problem At Coeur D'Alene
    Editors' Pick • Jun. 26, 2012 CDE 15 Comments
  • The Fed's Evolving Rate Forecast
    Jun. 22, 2012 CDE, FDO, EUO 4 Comments
  • The Price Of Fear
    Jun. 12, 2012 CDE 5 Comments
  • J.C. Penney: Valuing A Company Undergoing An Extraordinary Transformation
    May. 22, 2012 JCP 10 Comments
  • Unlocking Value In Prisons Through A REIT
    May. 11, 2012 CXW 6 Comments