Kruck20 This article is part of a series that provides an ongoing analysis of the changes made to Fairholme’s 13F stock portfolio on a quarterly basis. It is based on Fairholme’s regulatory 13F Form filed […]
spawns The Yen has surprisingly extended its recent strength relative to the dollar (and other G10 currencies) for yet another week. In effect, Japanese rates have not only priced in an end to the BoJ’s […]
Ihor Martsenyuk Ferrexpo (OTCPK:FEEXF) is understandably attractive by some measures. Their business is depressed due to the Ukraine war’s impact on the ability of Ferrexpo to export but they are still profitable and rather cheap […]
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