This year the big story for Fannie Mae and Freddie Mac is their expected exit from conservatorship. The Trump administration has said time and again that officials are working... read more

ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss the macro trade of... read more

J.C. Penney Company, Inc. (NYSE:JCP) has had a poor 2013 by any standards. The firm's stock has lost almost 24 percent in the first four months of the year, and... read more

I have written about Atlantic Power Corp (NYSE:AT) (TSE:ATP) before, warning that the company could be a value trap, as despite its discount to book and turnaround plan, the company... read more

As the US President Barack Obama heads to France, a confrontation over US fines against  BNP Paribas SA (ADR) (OTCMKTS:BNPQY) (EPA:BNP) looms. As reported in ValueWalk, BNP Paribas SA (ADR) (OTCMKTS:BNPQY)... read more

When looking at Lakewood Capital Management's muted 1.5% quarterly performance, investors might yawn at the hedge fund’s performance. But that belies important differences in the Long / Short strategy,... read more

Herbalife Ltd. (NYSE:HLF)  stock was up slightly this afternoon as the verbal tussle continues between Bill Ackman and Carl Icahn. Ackman is famously shorting Herbalife, a company he has publicly... read more

A few weeks ago, I covered the latest offering from GMO’s James Montier and Matt Kadnar, who pointed out that the S&P 500 bubble is now trading at its second... read more

Active ETFs/ETPs listed globally reached a new record high of 38 billion AUM TFGI, the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported... read more

Does the CEO of a firm have an impact on sales when he sticks his foot in his mouth and offends the company’s trend sensitive, fashion forward customers?  If... read more