“Everyone has a view on the stock market,” Goldman Sachs Group Inc (NYSE:GS) notes in a recent investment letter that says stocks are trading around fair value and will likely... Read More

We were fortunate enough to attend the Evidence-Based Investing Conference (EBI) which took place in New York City on November 2nd, 2017. The second ever EBI conference was great.... Read More

There's been a lot of talk recently about where we are in the current economic cycle, especially since the bull market entered its tenth year. Investors and market watchers... Read More

Via scmessina  Famous Greg Lippmann Deutsche Bank presentation sent to hedge funds arguing for the bet against subprime, mentioned in  The Big Short: Inside the Doomsday Machine:   The flipbook the FCIC... Read More

During a panel on central bank policies in Switzerland earlier this week Bank of Mexico deputy governor Javier Guzmán Calafell told the audience that the emerging markets such as... Read More

Michael Hartnett, Bank of America Merrill Lynch’s chief investment strategies, is bullish risk assets based on the bank's positioning, profits and policy analysis. As the stock market continues to... Read More

Updated 2018 May: Buffett & Munger discuss Jeff Bezos, Amazon, retail, Cloud, customer service, delighting customers, customer loyalty, short term thinking v "nobody wants to get rich slow." Buffett's... Read More

Hutchin Hill, another hedge fund that profited from the JPMorgan Chase & Co. (NYSE:JPM) London Whale fiasco, marked its fourth anniversary in the month of July this year. The... Read More

Nomura: Expect China's Economy To Slow In H2 While Brexit has been grabbing headlines across the world for much of the past two weeks, economic developments in China have gone... Read More

Dov Gertzulin's DG Capital struggled in September. According to a copy of the firm's September investor update, which ValueWalk has reviewed, DG Value Partners' flagship strategy returned -0.46% net... Read More