Elections are interesting to us as macro traders. High-profile political election results can move the markets in a big way, Just look at how crazy the E-mini S&P’s traded... read more

By Lawrence A. Cunningham, who will discuss his new book, Berkshire Beyond Buffett: The Enduring Value of Values, at Washington University’s Olin School in St. Louis on Wednesday February... read more

An all star line up of speakers we have about 4.5K words of notes on their top long and short (there were many mentioned) ideas. First the line up... read more

The fight over a minimum wage hike currently being waged across the U.S. will create winners and lowers as well as a potential relative value trade. A Goldman Sachs... read more

European Banks Of all the places in the world to go hunting for value, the European banking sector is hardly the first place that comes to mind. Plagued by stagnant... read more

Tax Inversions And Relocation Allowances by Footnoted As most people know by now, the Treasury announced some pretty significant rules late yesterday meant to curb so-called tax inversion deals. And... read more

Disruption is nothing new, with nearly 80% of industries that existed in the U.S. in 1900 no longer existing or being quite small today. However, the pace of disruptive... read more

When a high profile trader or firm is struggling is when they typically receive the most unsolicited advice. As CNBC struggles to regain its lost ratings glory, particularly among younger... read more

ValueWalk's Raul Panganiban interviews Kyle Bass, the founder and chief investment officer of Hayman Capital Management. Q1 hedge fund letters, conference, scoops etc Transcript Raul: Good morning, listeners.  Today is a very... read more

Life insurance firms may have unexpectedly benefited from mortality and morbidity underwriting in 4Q13, though it’s still early and not all companies have reported their earnings. “It appears mortality... read more