I always look forward to Hendrik Leber’s presentations. Hendrik runs a value investment fund named Acatis..

Investing is a peculiar industry because randomness is so deeply embedded in everything we do…

I keep hearing that Canada is in the midst of its own real estate bubble, and I wonder if our northern neighbor will have its own banking crisis soon.

This year James Chanos gave the Valuex Vail attendees an update on the Chinese bubble: It is alive and kicking. Jim estimates that Chinese spending on residential construction is currently running at 20 percent of GDP.

There are lot of similarities between the 1920s and today. In fact Livermore’s quote says it all: “There is never anything new on Wall Street, because speculation is as old as the hills.” Jon talked about how the 1924-1929 bull market was rigged by stock manipulators.

The U.S. oil market, which is going through one of its largest transformations in decades. In fact, watching this market is like watching the invisible hand of a maestro conduct a gigantic orchestra within the constraints imposed by various laws and regulations.

In the four articles to come, I’ll share my detailed thoughts from the conference. (There is no way for me to cover every presentation; therefore I’ll focus on the ones that twitched my writing muse.

I’ve written a series of five articles sharing my thoughts from the VALUEx Vail conference…

VALUEx Vail 2013  The Third Annual VALUEx Vail will be held in Vail, Colorado, June 19th through 21nd..

Here are my thoughts from the VALUEx Vail conference.  The idea for this conference came..

In this series of several articles I’ll discuss my thoughts from the VALUEx Vail conference. ..

The Second Annual VALUEx Vail will be held in Vail, Colorado, June 20th through 22nd.   VALUEx Vail..

VALUEx Vail 2011 is over.  I already miss these three days.  I got the idea..