China’s elite politics are a black box and the country’s leaders like to keep it that way. That’s what makes the events of this weekend so perplexing even to seasoned China watchers. On Saturday, the ruling Communist Party’s top theoretical publication, Qius…
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Month: February 2020
Bob Lutz Calls Tesla’s 250% Stock Bull Run “Almost A Mass Psychosis”
Count former GM, Ford and Chrysler exec Bob Lutz among those who just can’t figure out why Tesla stock skyrocketed more than 250% over the past six months. During a recent appearance on the BBC Business Daily podcast, Lutz argued that Wall Street’s brightest…
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Uber’s Autonomous Cars Are Back—and I Took One for a Spin
In most moral reasoning classes, youre likely to come across the trolley dilemma. There are several versions of the philosophical problem, but essentially its this: theres a runaway train careening down the tracks heading straight toward five innocent people.…
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Tracking Seth Klarman’s Baupost Group Holdings – Q4 2019 Update
This article is part of a series that provide an ongoing analysis of the changes made to Baupost Group’s 13F stock portfolio on a quarterly basis. It is based on Klarmans regulatory 13F Form filed on 02/13/2020. Please visit our Tracking Seth Klarmans Baupost…
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Why Mess With a Winning Strategy? Investors Bet on Tech – Morningstar.com
By Gunjan Banerji Investors have given up bargain hunting so far this year. Instead, they are piling into shares of some of the market’s biggest winners: so-called growth stocks, shares of companies that promise rapidly increasing profits and revenue. T…
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