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There are two James Stewarts. There is Stewart the New Yorker writer and Pulitzer Prize-winning former Wall Street Journal reporter, editor and author. Then there is the Stewart who writes "Common Sense," an investing column in the Journal. The former... Continue reading
'Financial and strategic M&A tend to move in cycles, but what we have seen over the last 30 years or so is that the entire system of dealmaking gets bigger,' says editor in chief Robert Teitelman in this video interview.. Continue reading
Austerity, class, is the NIMBY of virtues. Everyone believes in balanced budgets, fiscal discipline, monetary rectitude, with regular doses of anti-consumption cod liver oil to clean out your insides, but of course no one really believes they personally are the problem. Continue reading
Andrew Ross Sorkin tackles the question of Wall Street settlements Tuesday, Aug. 3, in The New York Times, a subject that continues to have legs (I posted on some of these same issues in relation to the Goldman, Sachs &... Continue reading
The art of forgetting is a key factor in the secret formula for cyclicality. Continue reading