As behind the scenes negotiations to purchase Allergan, Inc. (NYSE:AGN) are ongoing – and ValueWalk sources who had been providing a steady stream of behind the scenes information take a more circumspect tone – comes a Bank of Montreal analysis that supports Allergan’s claims that they have won the important hearts and minds of doctors.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
SocGen: "Complacency" indicator implies market top There’s no shortage of indicators out there, which claim to be able to forecast the beginning of the next bear market. Only few of... read more
Are Low Volatility Stocks Bond Proxies? SUMMARY The interest rate-sensitivity of the Low Volatility factor has increased in recent years Mainly due to the sectoral biases from the long portfolio ... read more
Boaz Weinstein's Saba Capital is launching its SPAC Opportunities fund, with its first close set for Feb. 28. In a presentation about the fund, which was reviewed by ValueWalk,... read more
Despite the well-known advice to buy low and sell high, most people do the opposite. If the stock market is rallying people start putting their money into equities, worried... read more
Labor And Inflation: Share and Share Alike????? by Richard Clarida, PIMCO Labor compensation as a share of national income fell sharply in 2009–2010 and has remained depressed: The share of... read more
Olesen Value Fund Q2 Letter To Investors Dear Partners: In the second quarter, the fund generated a return of -0.2%. The following table shows our historical returns after fees alongside those... read more
An Example of a Compounder in Asia - Koon Boon Kee, The Moat Report Asia read more
European Securities and Markets Authority (ESMA) presented a set of Draft Technical Standards earlier this month, with regard to regulation on over-the-counter (OTC) derivatives, Central Counterparties (CCPs), and Trade... read more
Most people have an intuitive understanding of how banks money given their daily interactions with it. In this post, we are going to break it down for investors so... read more
Stock research is a critical part of the investment process, but too much research can be detrimental to your financial health, that's according to Mohnish Pabrai. Q1 hedge fund letters,... read more
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