Last month, Judge Thomas Griesa admonished Argentina for its default and said the event did not extinguish or reduce its obligations to bondholders, and that the country should continue... Read More

This week on December 3 the annual Sohn London Investment Conference will take place and ValueWalk will be reporting live from the event, covering the presentations as they happen. Launched four years ago,... Read More

Corporate profit margins are thought to have risen to pre-crisis levels, part of the bull case for US equities, but this picture underestimates the impact that taxes will have... Read More

Carl Icahn is not slowing down. Even at 86 years of age, the billionaire financier is still finding companies to take on, fighting the entrenched mentality of Wall Street... Read More

Bruno Pannetier of Old Park Capital is concerned about what he sees as significant complacency. Like many volatility traders, Pannetier, whose fund is up over 19 percent this year,... Read More

Crude oil,  natural gas extraction and fracking is an industry which requires large quantities of water. Shale is an even thirstier business and has been draining away the scarce... Read More

The NASDAQ is up today after reports that Facebook would be listing on the exchange earlier today. The company, which is expected to have the highest profile IPO in... Read More

The herd mentality is in full force on Wall Street, but two groups are stampeding in different directions. Equity investors have spent the last couple of months dumping stocks... Read More

The yield on the 10-year US Treasury spiked above 2.6% overnight on Thursday, taking it to a level not seen since March of last year. This is just the... Read More

Hawk Ridge Management's flagship fund generated a net return of 2.8% in the third quarter of 2020, compared to a return of 4.9% for its benchmark, the Russell 2000. Following... Read More