Just a few days ago, Barron’s published its annual list of the best chief executives in the world in 2019. Barron’s compiled the list of CEOs based on revenue growth, profit growth, and shareholder returns under their leadership. Now the […]
Business
How SEC’s New Reg BI Guidelines Impact Broker-Dealers
ValueWalk’s Q&A session with Todd Cipperman, the founding principal of Cipperman Compliance Services (CCS), discussing the new guidelines regarding Reg BI, if Jay Clayton is focusing on the right aspects and, private equity and illiquid valuation. Can you tell us […]
Fed To Announce Interest Rate Policy: Disaster To Be Double Downed??
Below are the comments from Gerry Frigon, Chief Investment Officer at Taylor Frigon Capital Management, ahead of the Fed’s announcement today regarding interest rate policy. Q1 hedge fund letters, conference, scoops etc The almost decade long zero/low interest rate policy […]
Debt-Plagued Millennial Parents Are Starting To Save For College Earlier
Debt-plagued Millennial Parents Are Starting to Save for College Earlier than Past Generations New survey by CollegeBacker.com shows the greater their own college debt burden, the more likely Millennials are to start saving early (San Francisco, CA) — Millennial parents, […]
Who Will Benefit From The Proxy Advisory Industry Reform?
As proxy season winds to a close, the Securities and Exchange Commission is signaling to public companies and Main Street investors that it will soon reform the process—described as “complex,” “inefficient” and “unreliable” by a key commissioner. Commissioner Elad Roisman, […]
Global Return Asset Management May 2019 Stat Sheet
Global Return Asset Management commentary for the month ended May 31, 2019. Dear Friends and Partners, In May, our portfolio declined 2.1%, net.1 We ended the month with 31% of assets in cash and had a net market exposure of […]
Third Point Estimates Sony’s Semiconductor Business Could Be Worth $35B
Third Point Partners’ Dan Loeb called on Sony Corp (NYSE:SNE) to spin off its semiconductor business and list it in Japan. Loeb published a letter and a 102-page presentation in which he once more called for changes at the Japanese […]
Caterpillar Is Undervalued And Overlooked At Present
Finding a great business which is also a great stock can be a challenge, but at present I am convinced that Caterpillar Inc. (NYSE:CAT) is both, and I will outline why in the following. Most people reading this will know that […]
Civil Disobedience: Hold Politicians Liable For Environmental & Social Harm
The recent spate of civil disobedience in the UK, France and elsewhere against environmental and social concerns, have these individuals criminalised for legitimate concerns. The real culprits, who have allowed these harmful practices to pervade society – our politicians, walk […]
The Seemingly Inevitable Federal Reserve Rate Cut
“It’s tough to make predictions, especially about the future” is a quote attributed to the Hall of Fame, baseball-playing philosopher, Yogi Berra. The financial markets, it seems, currently have a singular focus on Jerome Powell and the Federal Reserve Board, […]
