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August 16, 2023
The Oakmark fund manager on the limits of macro, why financials look cheap, indexing’s pitfalls, and more.
April 1, 2023
Value investing beats growth in the long run, and the best way to participate in value is through funds.
January 15, 2023
Big Money is made when things go wrong on wall street BY MATEIN KHALID King Dollar that saw a 20% rise in the world’s reserve currency (our currency, your problem) died in late September 2022 and the greenback is now 8% below its high on US dollar index (DXY). All G10 currencies have risen at
October 31, 2022
Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
October 28, 2022
Sean Peche of Ranmore Funds says he sees neither pricing or power in the latest figures Meta.
August 22, 2022
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
August 22, 2022
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
August 22, 2022
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
August 22, 2022
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
August 22, 2022
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.