Albert Edwards, Deriding Public Toilets In The Hamptons, Calls Japan's Economy "Switzerland on Stilts"

30 Apr

Albert Edwards, Deriding Public Toilets In The Hamptons, Calls Japan's Economy "Switzerland on Stilts"

Societe Generale's Albert Edwards says the QE gates to hell will open throughout the world as policy makers hit the easy button . . .

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

Mark Melin

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.

03 Sep

Rowan Companies (RDC) Sitting On Profits, Stifling Growth

By Rupert Hargreaves

I have commented on the value available at Rowan Companies PLC (NYSE:RDC) before. The company currently trades slightly below book and the delivery of new drillships over the next... read more

15 Feb

A Superb New Book On Financial Planning

By Advisor Perspectives

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc stevepb / Pixabay If you are looking for... read more

27 Dec

Long/Short Equity, Japan And China Lead The Way In Hedge Funds

By VW Staff

As stock markets touched record highs, long/short equity hedge funds rose to welcome one of their best years. Nearly all hedge fund benchmarks show how much better these have... read more

13 Mar

Irhythm Technologies Inc (IRTC) Will Leave Investors Heartbroken – Kerrisdale

By VW Staff

Kerrisdale Capital's short report on Irhythm Technologies Inc (IRTC), titled, "Growth Reversal will Leave Investors Heartbroken." Q4 hedge fund letters, conference, scoops etc DanaTentis / Pixabay We are short shares of iRhythm... read more

03 Nov

Volatility And The Allegory Of The Prisoner's Dilemma

By VW Staff

Volatility And The Allegory Of The Prisoner's Dilemma: False Peace, Moral Hazard, and Shadow Convexity Dorothy Thompson once said “peace is not the absence of conflict”. Never forget there is... read more

Howard Marks oaktree capital value investing value investors valuation metrics famous investors PE ratio PB ratio EV/EBITDA PEG ratio

31 Aug

Great Investor Series – Howard Marks, Oaktree Capital

By Jun Hao

I am happy to announce the launch of our new Great Investor Series with today’s spotlight on Howard Marks, founder and Chairman of Oaktree Capital. Get The Timeless Reading eBook... read more

03 Mar

Extraction Of QE Difficult Pill For Market To Swallow As High Yield And Energy Debt Opportunity At Hand

By Mark Melin

QE - There has been “severe pain” in the markets. Commodity-related names in severe difficulty, sudden sell-offs on corporate news, credit funds closing and volatile price action in the... read more

24 Apr

Willow Oak Select Fund 1Q19 Commentary

By Jacob Wolinsky

Willow Oak Select Fund commentary for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Only when the tide goes out do you discover who's been... read more

12 Dec

Final Nail In The Coffin Of Banking Secrecy

By Guest Post

Final Nail In The Coffin Of Banking Secrecy by Samuel Jaberg, swissinfo.ch With international banking secrecy on the verge of being wiped out, pressure is mounting to give Swiss tax... read more

07 Dec

Horseman Likes The Electric Car Market… A Lot

By Mark Melin

Amid news that California is considering a bill to ban gas-powered cars by 2040, the future for electric cars – and the commodities that drive them – appear to... read more