09
Feb
By Rupert Hargreaves
Alkeon Capital Management's Alkeon Growth Partners outperformed its benchmark, the MSCI AC World index in 2018. The fund ended the year down -11.3%, compared to a loss of -13.1%... read more
21
Oct
By Rupert Hargreaves
Is there a link between intelligence, knowledge and successful investing?
At first glance, it might appear as if there is. Wall Street is known for only hiring the best and... read more
10
Jun
By Mark Melin
Is freedom to protest starting to emerge in China? Or will any questioning of the Beijing government and decent in their policies towards unprecedented air pollution be squashed?Tiananmen Square... read more
12
Aug
By Mark Melin
2016 has been a difficult year for investors in Crispin Odey’s $1.5 billion OEI MAC fund, and July only compounded the pain. Down -4.1% on the month, the fund... read more
17
Aug
By Mark Melin
In a market environment where CTA and algorithmic strategies are struggling, systematic investment manager Two Sigma is no exception. In a July 13 letter to investors reviewed by ValueWalk,... read more
11
Feb
By VW Staff
Last week, the Russell 2000 (INDEXRUSSELL:RUT) was down 3.1% while the Russell Midcap (INDEXRUSSELL:RMCC) and Russell 2500 (INDEXRUSSELL:R25I) lost 1% and 2.2% respectively. As SMID sector highlights, Consumer Discretionary was the best... read more
03
Nov
By Mark Melin
When Peter Berezin, Chief Global Strategist at BCA Research, looks at three largely non-consensus megatrends shaping society, he doesn’t engage in “happy talk,” as he describes it. He sees... read more
13
Oct
By Harrison Roger
With uber-dove ECB president Mario Draghi lecturing governments in the European Union to increase spending, here’s a look at what Mr. Draghi is looking at.
The graphic has the year-over-year... read more
06
Oct
By Mark Melin
A recent Eric Peters weekly email commentary points to a common problem facing institutional investors, as a market environment few have seen emerges.After significant volatility, Peters notes institutional investor... read more
03
Feb
By Guest Post
Ten Years After The Greenspan Fed by Peter Diekmeyer, Sprott Money
Ten years ago this week, Alan Greenspan left his post as head of the US Federal Reserve, facing disgrace... read more