If banks want to make money they should direct their prayers to Janet Yellen. Over half of the investors who participated in Morgan Stanley’s latest investor survey believe rising interest... Read More

Luis Stuhlberger's Verde FIC FIM management (top hedge fund in Brazil) report for the month ended August 31, 2016. Translated from Portuguese using Google Translate. Verde made gains in its... Read More

Logos Capital 2017 letter to investors - some select sections - for more of their top picks check out HiddenValueStocks for the full letter and our recent interview with... Read More

A resource page devoted to Glenn Greenberg page has been added to ValueWalk. 1. We do not post everything on Twitter, Facebook etc. The best way to follow without missing any posts, is by subscribing to our... Read More

Mawer Investment Management newsletter for the first quarter ended March 31, 2015. The threat of slowing growth and deflation were the predominant themes during the first three months of 2015.... Read More

We have a fascination with stockpickers. Big name stockpickers like Peter Lynch or Carl Icahn, comes to mind. Star stockpickers are glamourized because investors think they have the magic... Read More

Not too long ago, I was on an investment panel at the Bogleheads conference where another panelist implied I am motivated by hate mail from the insurance industry. I... Read More

Market liquidity is obviously important to the smooth functioning of an economic system, particularly as a potential September rate rise is under consideration. The big concern is that liquidity... Read More

Investing is inherently risky as no-one can predict what will happen and how unexpected events may affect the markets. These events are known as black swans, and in their... Read More

Why Did Sponsor Banks Rescue their SIVs? A Signaling Model of Rescues H/T John Carney Anatoli Segura Bank of Italy Abstract: At the beginning of the past financial crisis sponsoring banks rescued... Read More