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Channel: the confessions of a contrarian investor » globalization
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corporations are not people, so let’s stop taxing them like they are

It’s fashionable these days, especially in my industry, to style oneself as “socially liberal but fiscally conservative.” I might be one of the only hedge fund managers out there who claims the...

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go global–buy the s&p 500

Two weeks ago, I had lunch with the legendary Dallas money manager Shad Rowe. Shad recounted an enlightening conversation about global economic trends he’d had with Sir Martin Sorrell, CEO of the...

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china’s smoggy economic miracle

I apologize for my recent lack of posts. I’ve been travelling a lot this past month. I just got back from ten days in China, where I visited with the chief financial officers of eight companies in...

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