Valuations have become more expensive overall as value stocks outperformed the market, according to research from Citi’s global quantitative team. Appetite for risk continued to rise, despite a temporary dip caused by the debt ceiling crisis, and now seems to be a good time for stock picking strategies, the team found.
PE dispersion between cheap (q1) and expensive (q5) baskets
ValueWalk's Raul Panganiban interviews Wade Guenther, Managing Partner at Wilshire Phoenix, and discusses why investors should consider gold. Q1 2021 hedge fund letters, conferences and more The following is a computer... Read More
Consumer liquidity along with strong consumer sentiment suggests that we'll see 3.5% PCE growth, but there is a potential snag in the details Read More
The stock market is giving signs it wants to head lower while an invisible hand appears to keep it afloat. Research from Factset Insight notes that companies who beat their... Read More
Citigroup Inc (NYSE:C) is set to become the first American bank to open an office in Baghdad, with Iraq’s central bank giving its preliminary consent. The third-largest lender in the... Read More
SolarCity Corp (NASDAQ:SCTY) shares were having a terrible time on today's markets as the optimism that swept investors on Monday appeared to dissipate. At time of writing, shares in SolarCity... Read More
After a terrible year for insurance losses, the global reinsurance industry is now celebrating. Over the past ten years, global reinsurance rates have been pushed ever lower thanks to the... Read More
While the investment world's attention is focused on the bitcoin and cryptocurrency bubble, another potentially more damaging bubble is brewing in the US. The value of outstanding student debt has... Read More
Markel Corp’s Tom Gayner is one of the most respected value investors around. As co-CEO of Markel, Tom Gayner is responsible for its roughly $18 billion investment portfolio, a... Read More
Is P/E Indicator Useful For Creating High Profitable Portfolio? by Bargain Value Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it... Read More
Patrick Artus, the chief economist at Natixis, highlighted a closely-guarded European secret the other day. The Eurozone isn't really an industrialized economy, and the problem is getting worse each... Read More
