Where Does The US-Chinese Turmoil Leave Europe? by Dan Steinbock, Difference Group About a week before last Friday, the People’s Bank of China (PBoC) adjusted the exchange-rate of the Chinese... Read More

Bridgewater Associates response to the New York Times article - sent to ValueWalk via email. Although we continue to be reluctant to engage with the media, we again find ourselves... Read More

Over the last eight months, I have written a series of posts on the market and how it has adapted and adjusted to COVID. The very first of these... Read More

Fox Business Network’s (FBN) Senior Correspondent Charlie Gasparino reports the Securities and Exchange Commission’s (SEC) probe into PIMCO is, “ramping up,” and, “the SEC has been inside PIMCO’s office... Read More

Richard X. Bove, Vice President of Equity Research at Rafferty Capital Markets says The Wall Street Journal has repeatedly misstated its calculations of what the return has been on the... Read More

There is no shortage of Fintech start up trying to topple the Bloomberg Terminal. However, most like start with that explicit goal of we want to offer X at... Read More

Spruce Point Research Activism Partners was up 0.59% net for February, compared to the inverse return of the Russell 1000, which was -2.9%, and the BarclayHedge Equity Market Neutral... Read More

Daniel Lacelle writes in this interesting piece “A country with monetary sovereignty can issue all the currency it needs” is a fallacy. [REITs] Q2 hedge fund letters, conference, scoops etc Monetary sovereignty... Read More

JPMorgan Chase & Co. (NYSE:JPM) just reported their second quarter earnings with a $5 billion profit (or $1.21 per share compared to $1.27 per share  profit in last year ). The bank... Read More

Tactical Asset Allocation During Cheap Markets by Wesley R. Gray, Alpha Architect In our last post, we looked at tactical allocation using valuation metrics and trend-following measures. Our conclusion from the... Read More