Author Archives: John Coumarianos

Carl Icahn: Junk bonds are expensive

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Jeremy Grantham Interview

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Weekend reads, the freelance edition

Bloomberg piece on WeWork. Brett Arends on freelancing.

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Wednesday Reads

First mention of Buffett in the WSJ (By the way, should Buffett be considered an activist on Berkshire? It’s no longer a textile mill, after all.) Frantic bonds, cool stocks Or are both stocks and bonds declining at once? According … Continue reading

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Latest Marketwatch piece

Click on the pic below to read the piece.

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Weekend Reads

Okay, so the weekend’s just about over, especially on the East Coast. Still, you shouldn’t miss these reads….. Jeff Sommer of the NYTimes discusses this Morningstar fee study. Fees investors pay are declining thanks to investors choosing lower cost funds. … Continue reading

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Graham and Doddsville, Issue 24

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Tuesday Reads

Bill Gross says the bull run since 1981 that pushed stocks and bonds higher is coming to an end. Jeffrey Gundlach recommends Puerto Rico munis. More Gundlach — Rates have bottomed. Jason Zweig says there are things about Buffett you … Continue reading

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Howard Marks interviews Joel Greenblatt

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Paul McCulley Interview

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