The market obsession is with capital gains for stocks, hoping to bag the next buyback hero of a company or a plump takeover target. Returns have been long forgotten and when we think… Continue reading
So far, selling in May and coming back in Jun had been relatively good. Our favorite S&P500 hit new highs overnight and it seems that this bunny is not going to stop. Of… Continue reading
Here I am making myself more ill than I already am, on a Sunday with flu like symptoms, by re-reading my 20 year old copy of The Hot Zone by Richard Preston and… Continue reading
Largest Banks and Financial Institutions in terms of market cap (source Bloomberg). 1 Year Ago 1. Orco Property France 2. ICBC China A shares 3. Berkshire Hathaway 4. Wells Fargo 5. China Construction… Continue reading