Henderson on Cowen on Big Business, by David…

Tyler Cowen’s latest book, Big Business: A Love Letter to an American Anti-Hero, is excellent. Cowen, an economics professor at George Mason University, makes a strong evidence-based case that big business in America is an…

Emerging Markets: Returns, Valuations, Growth

My friend Meb Faber of Cambria Investments referenced these charts via Amundi in his research email list. (You can sign up here) Several charts caught my eye — emerging markets remain attractively valued and priced;…

Equifax, FICO Team Up to Sell Consumer Data

Two consumer-credit giants plan to start working together to sell consumers’ data to banks, the latest attempt to feed banks’ appetite for more information on customers. Equifax Inc. and Fair Isaac Corp., creator of the…