Pennant Capital Management has had a solid year thus far the company's Broadway Gate Fund has beaten the S&P 500  for the first few months of the year. Pennant... Read More

While JPMorgan’s Marko Kolanovic is positive on US stocks in 2017, market risks will increase and volatility is being underpriced by as much as three points. Chief among those... Read More

One of my favorite value-turnaround plays, Career Education Corp. (NASDAQ:CECO) recently reported full-year and fourth quarter 2013 results that beat Wall Street expectations. However, aside from beating Street expectations,... Read More

Who are the biggest winners in the Apple Inc. (NASDAQ:AAPL) acquisition of Beats Electronic? Add LeBron James to that list. ESPN writers Marc Stein and Brian Windhorst revealed that James... Read More

Gasoline And Coffee Fuel Our Daily Lives. Can Commodities Also Fuel Our Investment Portfolios? by Bransby Whitton, Klaus Thuerbach and Kate Botting, PIMCO Commodities are a tangible part of our... Read More

When the U.S. Commodity Futures Trading Commission announced an agreement with European participants to allow over the counter (OTC) SWAPs trading on foreign exchanges, as reported yesterday in ValueWalk,... Read More

“Big Short” fund manager Steven Eisman has a reasonably clear explanation for why US economic growth has slowed, one that for strange reasons isn’t in the mainstream of thought.... Read More

If President Trump and his administration are looking for a quick win, don’t count on the tax reform issue as being where that easy win can be found, a... Read More

Last week I reported on a report from law firm Haynes and Boone LP, which detailed the rising number of defaults in the North American energy sector. According to the report, the... Read More

Since the 2008 economic meltdown many investors have been flocking to gold as a hedge against currency inflation, and a safe store of value in a volatile trading world.... Read More