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Comus Investment 2025 Annual Letter
Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans…
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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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Czech author Milan Kundera dies aged 94
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MetLife Stock: An Investment That Ensures Portfolios (NYSE:MET)
New Life Seven months earlier, we analyzed MetLife, Inc. (NYSE:MET). We concluded the stock deserved…
US faces economic hit as student loan debt payments resume
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DISH Network: Short Squeeze And Amazon Takeover Potential (NASDAQ:DISH)
It's rare to find a beat-up blue chip with so many different stories, both positive…
Gap in borrowing costs between developing and emerging markets at 16-year low
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Trimble Has Substantial Upside Potential Despite Flat Growth (NASDAQ:TRMB)
Trimble (NASDAQ:TRMB) is a multifaceted technology solutions provider with vertical software stacks across multiple industries,…
Ban on national digital taxes extended to buy time for OECD deal
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Erasca Stock: Trading Near Cash Value (NASDAQ:ERAS)
Wealth is a person's ability to survive a certain number of days forward." - R.…
The new era of big government: Biden rewrites the rules of economic policy
A defunct slide projector in an empty office and peeling paint in the employee canteen…
Global ETF Market Facts: 3 Things To Know From Q2 2023
3 things to know from Q2 2023 Exchange traded funds (ETFs) remain a fraction of…
Court ruling changes the game for Microsoft’s $75bn Activision deal
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Keysight: Capitalizing On 5G And Software-Centric Solutions Strategy (NYSE:KEYS)
Keysight Technologies (NYSE:KEYS) is a leading provider of testing and measurement solutions for various industries,…
Nvidia in talks to be an anchor investor in Arm IPO
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Diageo: Liquid Product, Solid Margins (NYSE:DEO)
Investment Thesis Diageo (NYSE:DEO) operational and financial results look promising. Company's strategy is into increasing…
Assured Guaranty has more than $10bn exposure to troubled UK water companies
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