SocGen’s developed market quantitative screens cover a universe of global stocks having a market cap of $100M or more and excludes financials. SocGen analysts Andrew Lapthorne, Rui Antunes, John Carson,... Read More

Here are some of my takeaways from this wonderful talk given by superinvestor (value investor) Mohnish Pabrai last month (October 2016) to a classroom in China. Every minute of... Read More

Are the good times over in the High Yield Market? Although interest rate stocks and high yield investments were significantly moved by the election of Donald Trump – some positive,... Read More

New leaked Treasury memo about Fannie Mae has created a buzz, but this isn’t the smoking gun that shareholders are looking for Read More

The non-partisan Congressional Budget Office (CBO) warned Wednesday, that unless bickering politicians get their act together, nearly $500 billion in spending cuts and tax hikes would kick in from... Read More

If the current era can be best benchmarked it is by its odd and, at times, logic-defying feats. This includes negative interest rates, teleportation advances in China and the... Read More

The stimulative impact of quantitative easing in the Eurozone is itself easing, a recent Bridgewater Associates strategy document observes, and European growth is slowing. The reason for the relative... Read More

Seth Klarman is perhaps best known for his landmark book on value investing Margin of Safety and his management of multi-billion dollar hedge fund Baupost. However, recently the billionaire's... Read More

Deutsche Bank published its monthly European Equity Strategy Research booklet this week and the booklet contains little in the way of good years for European equity investors. Indeed, the... Read More

GMO strategist Catherine LeGraw explains why pension managers should focus on valuations if they want to reduce risk Read More