October has been a carnage specially for equity markets.
The starting point has been an acceleration in the ongoing process of higher government bond yields globally, affecting other assets through higher discount rates.
It . . .
SORRY!
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
China's Siren Song Of Speculation by Cook & Bynum
As China’s stock market continues to rise, the siren song of speculation is proving too much to resist for many in... read more
Citigroup Inc (NYSE:C) is revising its full pre-tax 2013 results lower by $360 million due to fraud in its Mexican subsidiary. The charge to earnings revises 2013 net income to... read more
Wilbur Ross talks about the fiscal cliff negotiations in DC and the negative impact it is having the U.S. economy. Ross sees it putting Q1 growth in danger. Wilbur... read more
The process of convincing powerful government officials to accept untold risk on derivatives trades can take some unusual and sometimes interesting turns.
No, reference is not being made to the... read more
While gold prices have traditionally gotten quite a lot of attention, a pair of silvery-white metals is capturing more and more attention. Some investors and analysts are starting to... read more
Vedanta Resources plc (LON:VED) (OTCMKTS:VDNRF) is by far the most undervalued stock in the FTSE 100 (INDEXFTSE:UKX). This is a bold claim to make, however, I believe that due to... read more
European fiscal accommodation is expected to accompany GDP growth as spread tightening and populist elections are in view.
With upcoming general elections in Germany, France and Italy, and a tide... read more
As major hedge funds, in general, underperform major stock market benchmarks, certain Long / Short strategies, particularly in China, are keeping up. The Long / Short strategy is often... read more
United States, China And Ultra-Low Oil Prices by Dan Steinbock, Difference Group
The US-led petrodollar era is being surpassed by a multi-polar oil age in the Middle East. The transition... read more
As Charles “Chase” Coleman looks back on 2017, with his hedge fund Tiger Global up 50% on long exposure but down 19% on the shorts, he has no regrets,... read more
