Does adding leverage reduce returns?
Narrow Road Capital
Is there a way out of this financial mess?
Yarra Capital Management
Repurchase Agreements: When do they count as leverage?
Investors are queuing up to buy this one asset
Buy Hold Sell: 5 beaten-down stocks, and 1 ‘high octane’ idea
Buy Hold Sell
Short-term earnings are irrelevant
NAOS Asset Management
Book Number 7 – The Great Crash 1929 by John K. Galbraith (Revised May 18)
Swell Asset Management
Beware: Confronting the perils of leverage
GMO: The good old days of value investing
'Bottom of the Cycle' Leverage