Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, and it can be downloaded as well. Please send us your feedback!
Featuring macro funds celebrate bumper 2022, large quant funds see record year, and sentiment shift hits equity funds.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
A few days ago I covered a 2013 study titled, "CEO Interviews on CNBC", written by Y. Han (Andy) Kim and Felix Meschke, which looked at the relationship between media attention and the trading of individual... Read More
Apple Inc. (NASDAQ:AAPL) conference call this morning showed off the company's two new strategic endeavors to increase value and get rid of the company's huge cash stocks which were almost a... Read More
The Panama Papers controversy, the leaking of nearly 11 million documents from a Panamanian law firm, shows how the world’s economic political elite break the law to evade taxes.... Read More
As the price of oil plunged 8 percent yesterday and is down another 4 percent today, correcting after a three-day climb of 27 percent, the largest move higher in... Read More
Every morning ValueWalk puts out a news report with the latest news in global stock markets, company news, and global economic news
Market Levels
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US: Â Dow Futures: 13012.00 (-0.41%), S&P 500 Futures:... Read More
Don't Forget Future Inflation When Making Financial Decisions by Jia Liu, PhD - AIER
People predict future inflation in many decisions they make, from taking out a car loan or... Read More
CME Group Inc (NASDAQ:CME) released its earnings numbers for the three months through September this morning before the market opened. The company showed earnings per share of 75 cents... Read More
Global Economic Improvement and Spending Plans Should Benefit
The industrials sector has seemingly fallen in to the shadows as 2017 has gotten underway, following a strong showing in 2016. The... Read More
Qualcomm, Inc. (NASDAQ:QCOM) revealed its earnings report for the three months ended June 30 today after the market closed. The company showed earnings of $1.03 per share for the... Read More
