Societe Generale strategist Albert Edwards wants investors to stop worrying about wage growth and focus on US profitability Read More

Needham Funds fourth quarter letter to shareholders. The year began with terrible weather in the first quarter, which led to a 2.9% gross domestic product (GDP) contraction. The quarter brought... Read More

Conditions for eventual oil market rebalancing are now in place, but the New Oil Order will prevent a rapid recovery in prices, that's according to Goldman Sachs' 23 February... Read More

Last week investors pulled $6.8 billion from high-yield bond funds last week, the third-biggest outflow on record. Several factors contributed to the outflows including worries about the sustainability of... Read More

Corporate Bonds Tell A Scary Story For The Stock Market by Evergreen Gavekal Blog "The crisis takes a much longer time coming than you think, and then it happens much... Read More

Here’s a great lecture with Alexander Roepers asking thequestion – “Is it time for Value now?”: Image source: YouTube Video SCreenshot (Source: International Value Investing Conference) For more articles like this, check... Read More

October is keeping its reputation alive as the month to remember for major market declines According to the Stock Trader’s Almanac, October is known as “the jinx month” due to... Read More

It has been a tough year to be a gold investor. The price of the yellow metal has whipsawed throughout the year on the back of changing interest rate... Read More

Barington Capital Group, L.P. (“Barington”) is an investment firm that, through its affiliates, manages a value - oriented, activist investment fund that was established by James A. Mitarotonda in... Read More

ClearBridge Value Trust commentary for the third quarter ended September 30, 2015. H/T Dataroma "Nothing any good isn’t hard." – F. Scott Fitzgerald Memories of painful experiences are often a critical and... Read More