Horseman Capital Management: Yellen Knew The Words Vader Spoke Were True

Global Return Asset Management 2015 Letter: Verizon & Spectrum Analysis

Ron Muhlenkamp 4Q15 Letter: Searching For Yield In A Low Interest Rate World

Rothschild: Oil Market Is More Finely Balanced Than Is Generally Understood

Howard Marks New Memo: The Negatives Build

Hempton 2015 Letter: "Valeant is a potentially lethal mix of byzantine accounting"

Oakmark Select Fund 4Q15 Commentary

Hendry's CF Eclectica Absolute Macro Fund Holds Massive Position In USTs

Songbird Asset Management Up 10.21% In 2015

SNAFU: Situation Normal, All-FANGed Up

Bill Nygren 4Q15 Market Commentary: There is no such thing as over-diversification

Horizon Kinetics: The Largest 15 Companies In The S&P Index Have An Aggregate Market Cap Of US$4.7Tn

Apollo Asia Fund 4Q15 Report: Upheaval And New Perspectives

Starvine Capital Corporation: The uncommon sense of a checklist

Vltava Fund 4Q15 Letter: Why Not To Invest With Us

Nevsky Capital Closes Due To Market Structure Worries

Stanphyl Capital December 2015 Letter To Investors – Short Tesla Motors

Bill Gross: Boomer Generation – It's A Xanax World

Remick Capital 2015 Annual Meeting Slides

Red Rock Capital Up 31.30% In 2015