Business

During a YouTube livestream from a bathroom at an undisclosed location, Ray Dalio looked into the camera and reminded viewers, “I’m not just rich, I’m also socially relevant.” “I’m looking at these protests, and these calls to defund the police, thinking ’how can I insert myself into this conversation?’ That’s when I realized that police […]

The post Ray Dalio Urges ‘Beautiful Deleveraging’ of Police Departments appeared first on ValueWalk.

In 2008 banks were too big to fail! In 2020, stocks might be too big too fail! We discuss the financialization of the economy, how household wealth is impacted by financial engineering and low interest rates force people to invest. This all leads to stocks being hot and discussed by many, cheap brokers like Robinhood […]

The post Warning Signs: Too Big To Fail Stocks In 2020! appeared first on ValueWalk.

The following is an excerpt from ValueWalk’s interview with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator, discussing the opportunities in airlines and why Warren Buffett sold his airline equities. Q1 2020 hedge fund letters, conferences and more Buy Airline Equities? ValueWalk's ValueTalks · Where to Look with John […]

The post John Buckingham Of Prudent Speculator: Opportunities In Airline Equities appeared first on ValueWalk.

On May 27th, the European Commission proposed the most significant fiscal stimulus in Europe’s history with climate investment at the heart of the bloc’s recovery effort. The proposal may have a considerable impact on both the architecture of the European Union and climate initiatives globally. Mindful of the proposals boldness, Ursula von der Leyden, the […]

The post Bold Climate Stimulus By The E.U. To Have Major Impact appeared first on ValueWalk.

If you want to buy a home, the National Association of Realtors (NAR) has identified the ten best housing markets for millennials.

The post Top 10 best housing markets for millennials amid COVID-19 pandemic appeared first on ValueWalk.

The major indices are all trading significantly higher at midday thanks to the strongest government jobs report on record. While the Nasdaq has been clearly lagging behind the other benchmarks, the vast majority of stocks are sporting lofty gains, and the Dow and the S&P 500 are well on track for their best day since […]

The post Non-Farm Payrolls Rise By 2.5 Million appeared first on ValueWalk.

Activist investing is staging a recovery of sorts but not all forms are coming back with equal vigor. Q1 2020 hedge fund letters, conferences and more By the number of U.S. companies publicly subjected to activist demands, activism was down 10% at the end of May, having been down as much as 12% two months […]

The post 2020 A Notable Years For Proxy Fights Involving Activists appeared first on ValueWalk.

Jeoff Hall, Managing Economist, Refinitiv, while discussing May jobs figures, comments: Q1 2020 hedge fund letters, conferences and more Stunning May Jobs Figures “We are almost as stunned by the May jobs figures as we were by the prior month’s figures. The economy added back 2.5 mn jobs in May , more than 12% of […]

The post May job figures just as shocking as April, but in a positive direction appeared first on ValueWalk.