As more and more year-end hedge fund letters pour in, we’re seeing some pretty clear trends. A handful of equity-focused funds managed a positive return in December, and ... Read More

Although many were predicting a significant pullback on Mr. Trump’s election, we, in fact, got a fairly significant advance. What’s up with that? I suspect there are several reasons. The... Read More

The National Association of Realtors today released its figures on sales of existing homes for the month of February. The figures showed 4.59M sales last month. The S&P 500 (INDEXSP:.INX) was down... Read More

Renewable energy has long been held back by higher costs than traditional energy sources, but even as those have fallen the difficulties around intermittent power generation have created their... Read More

Citigroup Inc (NYSE:C) and Bank of America Corp (NYSE:BAC) should have the greatest amount of excess capital as a percentage of market caps over the next couple of years,... Read More

Steven Wood On Italy And Exor [Pt. 2] This is part two of a two-part interview with Steven Wood, the founder of GreenWood Investors. The interview is part of ValueWalk’s Value... Read More

SCW Capital Management Q3 letter The hedge fund universe is a large place. A significant percentage of the assets managed by the industry are being looked after by just a... Read More

Alta Fox's Opportunities Fund returned 0.92% gross and 1.1% net in the fourth quarter of 2022, according to a copy of the firm's year-end letter to investors, which ValueWalk... Read More

Watch out Europe, Spain, once considered a troubled economic region mired deep in debt and unemployment, has become a relative powerhouse. While many economic indicators, most specifically unit labor... Read More

Morgan Stanley suggests that China and India -- the big drivers of EM markets -- are likely to underperform over the next few quarters Read More