The high levels of stock correlation that frustrated stock pickers last year have finally started to settle, and emerging market equities are leading the way, with the lowest levels of stock correlation in nearly a decade. Macro effects are on the rise in emerging markets, but there is still an opportunity for alpha generation from country selection strategies.
Yes, Amazon is “unstoppable” and “we are living in the decade of Amazon,” but competing retailers are simply looking at the issue from the wrong perspective, says a D.A.... Read More
Without a doubt, every piece of information out there shows that if you want to be a successful investor, you need to invest for the long-term, with an outlook... Read More
Here at ValueWalk we're always trying to improve the resources we have available for investors to access. As part of this continual quest for information, over the past few... Read More
Critiquing John Hempton’s “Comments on investment philosophy” by The Long Short Trader “There are plenty of people out there who call themselves Buffett acolytes – and as far as I... Read More
Germany, the grand daddy of eurozone, has not been the best play for long short hedge funds. Most of the companies that have a high concentration of short positions... Read More
Verde Asset Management SA, Brazil’s largest hedge fund, managed by Luis Stuhlberger, added 1.89% during July bringing year-to-date returns to 4.53%, below the 6.5% that Brazil’s benchmark CDI interbank interest... Read More
Dividends: A Review Of Historical Returns by Heartland Advisors H/T Dataroma Summary Dividend-paying equities have historically provided higher cumulative returns with lower levels of volatility versus non-dividend paying equities over long-term holding... Read More
As tensions between Russia and the US move to new heights comes Senate testimony today that the US space program is critically dependent on Russia for rocket engines. If... Read More
The Swiss Houses Making Energy Efficiency Go A Long Way by swinssinfo.ch Household CO2 emissions in Switzerland have experts talking. Despite its growing population and the amount of space needed... Read More
International Business Machines Corp. (NYSE:IBM) released its earnings report for the three month period through June 2013 this afternoon after the market closed. The company showed earnings of $3.91... Read More
