Guest Post – ValueWalk Premium

Energy in the Icahn-ic Green Room

Dear fellow investors, David Dreman’s book, Contrarian Investment Strategies, was gospel to investors when it was first published in 1979. Investors had been decimated by markets going nowhere over the prior 10 years. Stock investors were ready for something new. Dreman had produced a lot of success as an investor...

China (Partially) Opens Up To Foreign Investment

Recently the CSRC, People’s Bank of China, and the State Administration of Foreign Exchange finally released measures for something we’ve been patiently waiting (and working tirelessly at) for over 2 years: guidelines expanding the scope of investable products for Foreign Institutional Investors and RMB Qualified Foreign Institutional Investors (which...

Winners Evolve..

This will make you sit up in your chair (emphasis mine): Q3 2020 hedge fund letters, conferences and more In the 1990’s Harvard Business School’s Amy Edmondson performed some research to try to understand some of the qualities that make up a well-run hospital. She was not prepared, however, for one...

How To 20x Your Money Without Upping Your Risk

Hope everybody is having a good week so far… Gotta love these markets as they are anything but boring! Today I wanted to show you a section from our introductory guide to our DOTM Strategy (DOTM stands for Deep Out of The Money options) that’s typically reserved for members...

Antitrust: The Truth Will Set You Free

Anyone who owns U.S. large cap stocks must understand what can happen from the actions of the government to enforce the laws on the books for antitrust. Contrary to popular opinion, these laws are not set up to primarily protect consumers from being gouged on price by someone with...

ETFs Gather $488 Billion At The End Of Q3

ETFGI reports year-to-date net inflows into ETFs and ETPs listed globally at the end of Q3 are at a record level of US$ 488.18 Q3 2020 hedge fund letters, conferences and more LONDON —October 12, 2020 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs and...

Just How Crazy Was September For VIX Traders?

Oil going negative. The Swiss Franc de-pegging from the US Dollar. The Dow losing 1000 points in 36 minutes in the flash crash. These were all outlier events there in plain sight, reported ad nauseum in the financial press. But the largest front month VIX index loss during a...

Avoid Value Traps With One Simple Scoring System

How do you avoid buying value traps? How do you avoid thinking Mr. Market isn’t as smart as he really is? Ask this simple question: Why is this stock being sold at this price? Q2 2020 hedge fund letters, conferences and more Markets are generally efficient the majority of the...

Estimating Future Stock Returns, June 2020 Update

At present, the S&P 500 is priced to return 3.51%/year over the next ten years. Now if you were buying some ten-year investment grade corporate bonds, you might expect something around 2%. Is that 1.5% over corporates worth it? Q2 2020 hedge fund letters, conferences and more Truly, I don’t know....

Nowhere To Run… Nowhere To Hide

September has been rather nasty (so far) not just in equities, but across the various asset classes purporting to provide diversification from such down turns. After today’s sell off, the S&P 500 is down around -9% for the month. Gold is off about -3%, Commodities down about -5%, and...

Small-Cap Value Set To Outperform

There’s no asset class too much money won’t spoil. ~Barton Biggs via A Hedge Fund Tale of Reach and Grasp Q2 2020 hedge fund letters, conferences and more Good morning! In this week’s Dirty Dozen [CHART PACK] we look at the latest Global Fund Manager Survey, talk some more about ALL the...

Global ETFs aBroke Through The $7 Trillion Milestone

ETFGI reports assets invested in ETFs and ETPs listed globally broke through the $7 trillion milestone at the end of August 2020 Q2 2020 hedge fund letters, conferences and more LONDON —September 9, 2020 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem,...

Persistent High Volatility

This should be a short post. When valuations are high, volatility is typically high as well. When interest rates are low, volatility also is high. Why? A situation has been set up by the functional equivalent of the “Wizard of Oz” where small changes to interest rates or economic...

Diversification has its Limits

DIversification has mostly ceased to be a free lunch. I say this because with so many clever investors in the market, most risk assets have become highly correlated with one another. Q2 2020 hedge fund letters, conferences and more For those who haven’t read me for a long time, I have...

Crowding the Market in Large Cap Tech

I’ve written about this topic a few times before: Q2 2020 hedge fund letters, conferences and more StockSnap / Pixabay Don’t Become the Market On a Concentrated Bond Market and, Two Questions on Fixed Income from the Mailbag (the first question only) What happens when a party or parties take on an...

The Inflation Cocktail is Being Mixed

Dear fellow investors, Q2 2020 hedge fund letters, conferences and more In a recent interview with CNBC, a reporter asked us why Berkshire Hathaway (BRK) was buying Barrick Gold common stock shares. As a high school and college student in the 1970s, my education was formed during a time of explosive...

The Delta Model: How To Love Customers & Win Business

Businesses that maniacally focus on serving their customers win every time. Don’t believe me? Check out this 1999 clip of Jeff Bezos during a CNBC interview. Count how many times he mentions the phrase “customer service”. Spoiler, you’ll need more hands. What Bezos understood better than anyone was the...

Hedge Fund Indices: A Helpful Tool, But Can Cause Confusion

Although hedge fund indices can be a very useful tool, indices can also create confusion if their construction and composition are not well understood. Take for example hedge fund industry performance: what does this number represent? The hedge fund industry is not an asset class, rather, it is a fund...

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