Charts That Matter

Nearly half of S&P 500 components have a higher yield than the 10-year, and 25 yield more than 5%

WSJ: “Families Go Deep in Debt to Stay in the Middle Class”

Q2 hedge fund letters, conference, scoops etc

This is a great chart on growth of assets and Liabilities. I think this will be true for lot of developed countries.

Charts That Matter

Lagging indicator

“This chart plots the CCI’s monthly readings back to 1977. The highest readings occurred in early 2000, at the top of the internet bubble. I need not remind you what came next.” (link:

Charts That Matter

why equities are resilient

With interest rates falling and dividends ticking higher, income-producing stocks will be a good hunting ground for fixed income investors… (link: – B. Rollins @bespokeinvest

@bespokeinvest: Nearly half of S&P 500 components have a higher yield than the 10-year, and 25 yield more than 5%.

Charts That Matter

J.P. Morgan thinks the 10-year U.S. Treasury yield could be headed toward zero…

Charts That Matter

Tariff Man strikes again

US President Trump says US to place new 10% tariff on remaining $300bn in Chinese imports amid slow-moving trade talks, effective Sept 1.

Charts That Matter

Article by Ritesh Jain, World Out Of Whack

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers