Sandara Park: Coatue Management Is Building A "Shopping List" [Letter]

After Racking Up Losses In 2022 Coatue Management Is Building A "Shopping List"

Philippe Laffont's Coatue Management declined 17% on a gross basis for the year to the end of May, outperforming the Nasdaq, which dropped 23%, but underperforming the S&P 500's decline of 14%. According to a copy of the fund's marketing materials that ValueWalk has been able to review, Coatue's flagship fund... Read More

Capital Markets Activity From US Banks Plummets In June

The overall total value of capital markets issuance from U.S. banks plummeted in June despite month-over-month increases from subordinated debt offerings along with preferred and common equity. Capital raised by U.S. banks in June fell to $6.08 billion, a 53.2% decline month over month and 27.9% decline year over year, according to a new data […] Read More

Apple Prepares For Bruising While Hot UK Jobs Market Shows Little Sign Of Cooling Off

Reports Apple may slow hirings sparks a sell-off on Wall Street. Covid infections in China add to worries about global growth. Red-hot UK labour market leads to expectations of further rate rises. Payments firm WISE gets off to a running start with a surge in revenues. Apple Prepares For Bruising "When a tech giant like […] Read More

Venture Capital Markdowns Start To Hurt Hedge Funds And Retirement Funds

With interest rates pinned to the ground, and returns from public equity markets looking uncertain, the California Public Employees' Retirement System came up with a plan last year to boost returns in order to meet its growing obligations to retirees. Read More

The Housing Market Appears To Be In The Midst Of A Hard Landing

In his podcast addressing the markets today, Louis Navellier offered the following commentary. If you wish to listen to this commentary, please click here. Every Stock For Itself Apple (NASDAQ:AAPL) this week joined Google (NASDAQ:GOOGL) and other companies in winding down its hiring plans. Apple is also scaling back some of its spending plans due to […] Read More

What's With All The Pretend Economists All Of A Sudden?

Is everyone an economist now? These days, everyone I speak with has a strong opinion on the economy. Most are convinced things will get worse. They think the US economy is headed off a cliff, and that inflation is here to stay. As a result, they also want nothing to do with stocks. They're certain […] Read More

High-Yield Dividend Hasbro May Have Hit Bottom

Diversified Hasbro Widens Margins And Guides Favorably Hasbro (NASDAQ:HAS) is not immune to the issues plaguing the market today but it is outperforming what we've seen so far this earnings cycle and in more ways than one. The key takeaways from the report are that revenue is growing, the company has pricing power, and margins […] Read More