ValueWalk Premium – Everything hedge funds and value investing – Exclusive content for ValueWalk subscribers

Warren Buffett: “Retirees Face A Bleak Future”

Warren Buffett minced no words in his most recent annual shareholder letter (which came out over the weekend) when he told investors that “retirees face a bleak future.” Q4 2020 hedge fund letters, conferences and more Buffett was referring to the pitifully low interest rates that dominate fixed income investments (like...

California City Bans New Gas Stations In Latest Climate Change Effort

As the debate over climate policy continues to heat up, one California city just took an unprecedented step: Banning all new gas stations. Q4 2020 hedge fund letters, conferences and more Gellinger / Pixabay As reported by the San Francisco Chronicle, the city of Petaluma will ban the construction, expansion, rebuilding, and...

Investors Ponder Stimulus Size as Rates Rise

Stock prices rose again last month in part based on passage optimism of a government stimulus package (currently proposed at $1.9 trillion). But the rise happened before stock prices took a breather during the last couple of weeks, especially in hot growth sectors like the technology-heavy QQQ exchange traded...

Rates, Inflation, Market Valuation

“Davidson” submits: Q4 2020 hedge fund letters, conferences and more The CNBC commentary, from a long time NYSE trader, is “investors worried Fed has lost control of rates…markets” as rates rise. The daily chart from 2019 thru this morning shows a recent rise in the 10yr Treasury rate to 1.5%+ and...

My Bet With Buffett

In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more That Bet With Buffett Ted: That was it. We’re going way back now. This was the summer of 2007, and...

Is Gold About To Crash?

Good morning! In this week’s Dirty Dozen [CHART PACK]  we look at some fresh-off-the-press monthly charts, view oil from a number of angles, talk bitcoin and gold, and pitch the long case for a high growth tech stock with crowded shorts, plus more… Q4 2020 hedge fund letters, conferences and more Let’s...

What To Do Before The Tech Bubble Bursts

For the last year or two big tech has been hot, so has new tech.  For prudence sake, it might be time to take a little money off the table.  No one can time the market, and the bubble has risen far further and for a lot longer than...

These Are John Buckingham’s Stock Picks For 2021

The economy remains in distress, although there are signs of recovery underway. John Buckingham of Kovitz, editor of The Prudent Speculator newsletter, has found that value stocks typically outperform coming out of economic downturns. Thus, he argues that this is an excellent time to be a value investor. Q4 2020...

Ether: The Triple Point Asset

In our Ethereum Primer, we outlined the platform’s underlying technology and functionalities, such as the ability to facilitate the global exchange of assets without an intermediary. But the question is: how do we quantify the value that Ethereum provides and how does this translate to ethereum’s value as an...

The Case Against Inflation

For inflation to be a near-term threat, five things would have to happen this year: Q4 2020 hedge fund letters, conferences and more Vaccines and other measures bring the pandemic under control this summer in the US and other developed countries. Consumers use relief dollars, savings, and/or borrowing to quickly...

How To Build A Debiasing Strategy

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed How To Build A Debiasing Strategy. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot How To Build A Debiasing Strategy Drew: Whereas you can find winners and losers within the...

Elon Musk vs Warren Buffett

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: What about this view that Musk is this incredible industrialist that he’s Tesla’s Holding...

The Case for Inflation

Former Treasury Secretary Larry Summers recently pointed out that overstimulation risk will far exceed the “output gap” shown in the latest Congressional Budget Office economic projections. Q4 2020 hedge fund letters, conferences and more geralt / Pixabay What is an output gap? Gross Domestic Product measures (or at least tries to) economic...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The top investors are reading ValuewalkPremium.

Click here to learn why

0