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Horseman Global: EM airlines might be about to share pain with both air leasing companies & aircraft manufacturers
By VW Staff
Horseman Global: emerging market airlines might be about to share the pain with both air leasing companies and aircraft manufacturers One growth area for the finance sector over the last... read more

ISAM Leading, Russian and Energy Funds Tanking As 2014 Ends
By Mark Melin
The race for top hedge fund on the HSBC weekly performance listing is coming down to the wire, and the race might be a little closer than the current... read more

Gains Moderate for Hedge Fund Industry on Volatile Market
By VW Staff
Hedge funds are designed to succeed in good markets and bad - but in the turmoil of the past few years, investment strategies that had worked in the go-go... read more

Robert Shiller On CAPE "It Looks Like A Peak"
By VW Staff
Robert Shiller, the Yale professor and Nobel-prize winning economist is "definitely concerned" about the outlook for stocks, noting valuations have only been this high three other times: 1929, 2000... read more

Goldman Sachs Becomes Latest Firm to Cut China Growth Forecast
By VW Staff
Goldman Sachs is out with a new report tonight in which they note that China is likely to grow slower than many anticipate. The note authored by Li Cui cuts... read more

Egan-Jones Exaggerated their Expertise According to the SEC
By VW Staff
Federal regulators announced that Egan-Jones Ratings Co and president, Sean Egan, filed official documents that exaggerated their expertise when it comes to credit ratings. The SEC said that the... read more

Using Hypothesis-Driven Thinking In Strategy Consulting
By VW Staff
Using Hypothesis-Driven Thinking In Strategy Consulting by SSRN Jeanne Liedtka University of Virginia - Darden School of Business UVA-BP-0486 Abstract: This technical note describes the process of hypothesis-driven thinking, using examples from... read more

Polaris Global Value Fund 2Q15 Commentary
By VW Staff
Polaris Global Value Fund commentary for the second quarter ended June 30, 2015. Get The Full Walter Schloss Series in PDF Get the entire 10-part series on Walter Schloss in PDF.... read more

Green Mountain Coffee Roasters Inc. (GMCR) CEO On The Coke Deal
By VW Staff
Green Mountain Coffee Roasters Inc. (NYSE:GMCR) reported earnings today after the market close. The biggest news was the company's announcement of a deal with KO. Shares of Green Mountain Coffee... read more

nergy Stocks – Lowest Market Cap Weighting Since 2003
By
This week the "Chart of the Week" looks at the energy sector of the S&P500 and specifically how it fits in in terms of market capitalization weight and share... read more
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