Goldman Sachs is not giving up it's $20 "price target" yet....   Goldman Sachs believes that the recent oil rally won't last, as fundamentals do not support the price action. In a research... Read More

Globally, India is in a sweet spot. Reasonable growth prospects, a strong reform-oriented government and a recent S&P upgrade to stable from negative, solid capital inflows and a tame current... Read More

Richard L. Chilton, Jr.'s notes from the 2019 Value Invest New York Conference. Richard is the founder, Chairman, CEO & CIO of Chilton Investment Company. Q3 2019 hedge fund letters,... Read More

The Dow Jones Industrial Average is up about 8.5% since Donald Trump won the presidential election – up from 18, 333 on Nov. 8 to 19,891 on Feb. 1.... Read More

The crypto markets will be dealing with the collapse of FTX, the high-profile crypto exchange founded and managed by Sam Bankman-Fried, for quite some time. However, it won't keep... Read More

Federal debt crossed $18 trillion at the end of last year, but most of the increase in marketable securities has ended up in central banks (including the Federal Reserve)... Read More

There is a massive move underway in markets, GMO’s resident contrarian James Montier noted in a white paper titled “Six Impossible Things Before Breakfast.” Like an Alice in Wonderland... Read More

Portfolio optimization continues to be a hot topic as investors, finally recovering from the global financial crisis, come to terms with its harsher lessons. The traditional view of a... Read More

On January 17th, 2019, Blue Mountain Capital Management sent a letter to the board of directors of PG&E Corporation, warning that the firm would not hesitate to start legal... Read More

Month over Month Retail Sales Retail Sales jumped 0.9% in March, a welcomed return to positive growth after 3 consecutive months of decline. In December, we saw a decline of 0.9%.... Read More