Last night – at midnight – I flipped on Netflix and binge-watched season one of Carl Icahn’s new show, The Danger Ahead. Some observations: *I like the cast. Carl Icahn is a strong leading man and Carl Icahn is an excellent foil for him to play off of. I don’t know what it is about…

Jeff Gundlach thinks junk bonds could be the next big blowup. Carl Icahn agrees. Others are pointing to the burst in non-traditional bond fund inflows and the proliferation of exchange traded products that traffic in some of the less liquid and more esoteric fixed income asset classes – like bank loans and such. I agree….

I’ve made it a point not to use this blog to say “I told you so” over the years, which is probably why it remains among the most-read in finance while so many others have come and gone. The braggarts and table-pounders have been picked off one-by-one since I got started – either their blogs…

Carl Icahn and his son came on my show today to discuss a new proposal for Apple and to savage Marc Andreessen in retaliation for Marc’s anti-Carl rant last night. It’s all very highbrow stuff, check it out below:

Your definition of Safety is very different from the safety sought by Wall Street professionals, and this latter form is what’s propelled the stock market to new record highs over the last 32 months. The real Flight to Safety has been on since the beginning of 2012 and it has barely let up for even a…

Thanks for dropping by for the third and final part of my notes from today’s Delivering Alpha conference. What follows below will be insights from John Paulson, a few of the younger, up and coming superstars of the hedge fund industry (we shall see), a discussion with Nelson Peltz and Ken Moelis, followed by Carl…

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

Last summer I was invited to cover the joint conference between Institutional Investor and CNBC called Delivering Alpha. At the time, I called it the best investment conference I have ever been to (and I go to lots of these things, as you know). Never before had so many giants of the investment industry been…

The other day we did a contest centered around the below graphic, in which readers of Business Insider who could name the most people won a signed copy of our new book, Clash of the Financial Pundits. Below is a complete listing of everyone who appears in the book, in no particular order: Jeff Macke…