The curt and impolitic ramblings of KCR’s most unstable member.
*These rants & ruminations do not represent the entirety of the KCR team.

A Rant About a Rant From one Boston Hedge Fund Manager to Another - An Introduction to George Noble

Multiple Expansion and Two Markets to “Three Markets” – The High Risks to Small Investors In his legendary book A Margin of Safety, Seth Klarman explains what few investors ...

What is the Future Outlook for the Stock Market? If you are reading this, the odds are you read our recent CFTC that discussed the incredibly consistent pattern of returns ...

Andrew Jassy Amazon’s Next Bob Nardelli? So this morning Amazon turfed numbers and guidance.  The company missed on both revenues and profits for Q3.  The company explained that the ...

Beware of Greeks Bearing Bonds: A Lesson for Today? In a 2014 interview, the legendary financial writer Michael Lewis commented that when he wrote Liar’s Poker - the legendary book ...

The Bond Buyer’s Dilemma Bloomberg just published an article titled, Bondholders Risk $2.6 Trillion Hit on Even a Modest Yield Rise.  The piece discusses the fact that even a mild ...

Best Stocks to Short Today Could TWLO Be One? We originally put a post-up about Twilio stock with the name “Twilio Investor Relations: A Tougher Job Than Most.” Now, ...