Investments

OTOS Quarter-End Investor Letter Q1 2020 This is the last update of the first quarter 2020 and only 10 companies reported financial statements last week. What a fascinating quarter it was, with index weighted sales growth stabilizing at 7.4% down from 14% last year. Nearly 50% of companies recorded an improvement in sales growth. It […]

The post U.S. Corporate Growth Still High and Falling appeared first on ValueWalk.

If you thought all the major indexes moved together, think again. Between June 8 and the close on Friday June 26, the Nasdaq beat the Dow in 11 of 14 trading days.  During 8 of those days the gap was half a percent point or more.  The end result was that by the close on […]

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The following is an excerpt from ValueWalk’s interview with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’Shaughnessy Asset Management. In this part, Jim discusses asking investors to show their research graveyard. Check out the full interview on ValueWalk Premium. Q1 2020 hedge fund letters, conferences and more The Research Graveyard Is Everything […]

The post How Big Is Your Research Graveyard: Jim O’Shaughnessy appeared first on ValueWalk.

After a slight hesitation in yesterday’s premarket, the S&P 500 hasn’t much looked back since. And importantly, the credit markets – my biggest concern – had finally caught a bid. Their own reversal was less pronounced, making one question the corporate bond bulls’ resolve right after the Powell and Mnuchin testimony, yet the bulls got […]

The post The Mid-May Deja Vu In S&P 500 appeared first on ValueWalk.

Over the past few weeks we have been hearing that the next coronavirus stimulus package will come in July. Now, we are in July, so let’s see what progress has been made when it comes to the next stimulus package. Q1 2020 hedge fund letters, conferences and more Coronavirus stimulus package: McConnell still says July […]

The post It’s July now, so where are we on next coronavirus stimulus? appeared first on ValueWalk.

Daily Gold News: Tuesday, July 1 – Gold at $1,800 Mark, Breaks Above Local Highs Q1 2020 hedge fund letters, conferences and more Gold Breaks Above Medium-Term Local Highs The gold futures contract gained 1.08% on Tuesday, as it extended its medium-term uptrend following breaking above last week’s Wednesday’s local high. The market has reached […]

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