Following Brexit, the US election will be the next big confidence shock to hit the global financial markets. That’s according to Bank of America economist Ethan Harris who, in... Read More

Money managers are reviving one of the most profitable credit trades of 2009, thanks to the Federal Reserve. Q1 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Dozens of firms,... Read More

Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email... Read More

Meson Capital's letter to Aberdeen Investment shareholders dated January 2015. “It’s a tough world out there so HONESTY DOESN’T ALWAYS MATTER, what matters is sometimes creativity.” - Stan Bharti giving... Read More

Editors note: We like Hempton a lot and know personally he is WICKEDLY smart; many smart value investors thought FFH was involved in bad stuff a while ago. Were... Read More

Gabelli: Stocks that will double in 5 years Discussing a few stock names investors can count on for the long-term to go higher, with Mario Gabelli of Gamco Investors. Transcript: financial engineering,... Read More

CQS Funds had a slightly positive June, according to an investor letter reviewed by ValueWalk, as its founder, a devout Roman Catholic, was tapped by Pope Francis for assistance. CQS... Read More

With the 10-year treasury yield rising 86bps since the start of May, investors have been asking several questions on the group. Still, Jason M. Goldberg, CFA of Barclays notes that... Read More

Hedge Funds Q2 2016 Asset Flows by Preqin Check out the part about activists pretty shocking stats Drivers of Change in the Hedge Fund Industry: Performance With recent returns lower than investors... Read More

Thailand has just had its fifth straight month of deflation with CPI falling to -1.3% year-on-year, and Societe Generale permabear Albert Edwards sees evidence of a broader Asian malaise... Read More