Valeant: Information Vacuums, Management Credibility and Investment Value

As an investor, would you buy shares in a company that is at the center of a political and legal firestorm? What if this company has a CEO w...

Negative Interest Rates: Impossible, Unnatural or Just Unusual?

In the years since the 2008 crisis, there is no question in finance that has caused more angst among investors, analysts and even onlookers ...

Lazarus Rising or Icarus Falling? The GoPro and LinkedIn Question!

As I watch GoPro and LinkedIn, two high flying stocks of not that long ago, come back to earth my mind is drawn to two much told stories. Th...