Credit Bubble Stocks

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better plac...

Across our roughly 30 holdings, just over a third operate in oligopolies, nearly 28% in duopolies, and another third are the clear leaders o...

One argument against Amazon is that it is investing for a revenue volume that will never come. That's a different argument, to me, than ...

The world has been noisy recently. Geopolitical conflict, shipping disruptions, tariff fights. I don't know how those will resolve. Wha...

Washington said Wednesday that, as of next week, it would impose a 25% tariff on some 3,000 goods from Brazil. It is the first country hit w...

Our modern Midas-in-Reverse hopes his hagiography one day describes the great ‘labor’ of his shepherding the nation through an historic cros...

The Man Who Ran Washington: The Life and Times of James A. Baker III (3/5) Since we are having a new Gulf War , we decided to read about th...