ValueWalk

Stock prices are “sticky.” The point is made effectively in the research I wrote about in last week’s column (“Shiller’s CAPE: Market Timing and Risk”).The paper...

Short-term rate of zero for seven years following the global financial crisis in 2008 Long-term rate was cut in half to a low of 2.5% from 5% Fed has begun to normalize policy rate normal at 3% means...

I evaluated 49 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are...

China’s manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts were a rise in the export orders index to 50.8 – a 30...

Europe Funds After several months of steady flows into equity funds, and the S&P 500’sstreak of record high closes, the Bank of America Merrill Lynch (NYSE:BAC) Bull Bear indicator has...

Warren Buffett has made headlines in the last few years regarding his involvement in the solar industry via Berkshire Hathaway's (NYSE:BRKb) ownership of MidAmerican Energy (now a subsidiary of...

In uncertain times, investors often look to gold as a safe haven. This is because gold is perceived as an “alternate” currency whose value does not depreciate along with your ordinary...

We are close to touching a new high in Indian equities. But do you know that more than half of worlds stock market are currently in bull market. How do we define a bull market, one rule of thumb is...

One might assume it was an exceptional fourth-quarter reporting period given the 4.9% advance the S&P 500 index recorded year-to-date. However, we would describe the fourth quarter earnings season...

Tesla Inc (NASDAQ:TSLA) stock has skyrocketed by about 40% since Donald Trump was elected President, perhaps because CEO Elon Musk has his ear as one of his advisors. However, the trend appears to...

Nineteenth-century writer Frédéric Bastiat, in his classic “Broken Window” parable warned that economic thinking requires us to see what isn’t happening as well as what...

Revenue for Asian companies saw an increase until 2013 Profitability in terms of return on assets started to decline in 2011 CAPEX among Asian companies seems to follow sales rather than...

Highlight 1. The US Dollar Index is running out of steam and falling below multi-year support levels, despite rising yields and rosy US economic forecasts;2. 2-year and 10-year US Treasury yields have...

After years of earnings recession, improving corporate earnings and relatively low valuations are making overseas investments more attractive. For the all consternation over and discussion of...

Whether Apple (NASDAQ:AAPL) is PayPal (NASDAQ:PYPL) friend or foe is something many have wondered as the latter prepares to report its latest earnings on Thursday, according to Barron’s. In a...

Over the past decade, there has been a very strong relationship between US 10-year treasury yields and the gold/copper ratio. As the gold/copper ratio increases (i.e. gold becomes more expensive...