Bridgewater Cub On Why The Labor Market Might Not Be As Tight As Widely Reported

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Bridgewater Cub On Why The Labor Market Might Not Be As Tight As Widely Reported

As numerous headlines trumpet the labor market's apparent strength based on certain data points, closer analysis suggests all might not be as rosy as some might believe. In a recent presentation, Convoy Investments, founded by former Bridgewater employees Wenquan Wu and Howard Wang, highlighted some important indicators that suggest those headline labor numbers might not […] Read On »

David Einhorn At The 2023 London Value Investor Conference: What To Do In The Changing Market

David Einhorn was this year's star speaker at London Value Investor Conference. The founder and manager of Greenlight Capital appeared in person at the event to take part in a fireside chat and audience Q&A session. Einhorn has been a value investor for over two decades, but the manager has struggled to repeat the returns […] Read On »

London Value Investor Conference: Ronald Chan 3 Cheap Chinese Stocks

At this year's London Value Investor Conference, Ronald Chan, one of the principles of the China-based hedge fund Chartwell Capital, outlined his fund's investment strategy and three top ideas to capitalize on the rise of China's Greater Bay Area (GBA). The GBA is a critical economic region for China. It includes some of the country's […] Read On »

Vulcan Value Partners At The London Value Investor Conference: Buy This Large Cap FCF Turnaround

At this year's London Value Investor Conference, C.T. Fitzpatrick from Vulcan Value Partners discussed the firm's approach to finding investments and why it likes to keep an eye on "400 to 500" companies worldwide. Vulcan's approach is based on value investing. Still, the firm is unwilling to get involved with any company unless it's seen […] Read On »

This Value Fund Returned 34.8% Gross In Q1 2023

McIntyre Partnerships has made a solid start to the year with a return of 34.8% gross in the first quarter of 2023. The fund returned -1.2% net in 2022, compared to a return of -14.5% for the Russell 2000 value index. Since its inception in January 2017, it has returned 16.5% net of fees compared […] Read On »

Carlson Capital Posts Solid April Returns With These Financials And Event-Driven Positions

Carlson Capital's Double Black Diamond Fund was up 2.26% in April, bringing its year-to-date return to 3.19%. In April, the fund enjoyed robust performance in its event-driven strategy and center book and solid returns in its relative value strategy. However, the Carlson fund's strategic investments were weak, while its macro overlay subtracted about 100 basis […] Read On »

Ralph Lauren's Styled Dividend Is Still In Season

Key Points Shares of Ralph Lauren are trading higher by high single-digits amid the company's reports for its first quarter 2023 results. Investors celebrate an earnings beat and sustained bullish… Read On »

Dollar Tree Falls As Theft Cuts Into Bottom Line

Key Points Dollar Tree shares imploded after weak guidance caused by increased shrinkage.  Despite this, the company is on track to grow and improve operations in 2023.  The long-term outlook… Read On »

Best Buy's Comeback Is Still At Play, Earnings Call For Patience

Key Points Best Buy reports initial contractions across its business segments, disappointing many on the initial headlines of its first quarter 2023 earnings release. As management begins to deploy more… Read On »

Bearish Traders Smell a Cynical Opportunity with Big-Box Retailer Target

Budget tightening and organized crime theft impose hefty challenges for fundamentals underlying TGT stock If the market represents the arbiter of all things, it's speaking loudly about big-box retailer Target… Read On »

Why You Shouldn't Finance A Car In Retirement?

Owning a car does come with its unique set of privileges. You reserve the liberty to cruise along the highways for long drives with your family. However, if you are… Read On »

Could Gold Miners Finally Stop Sliding?!

Of course, they could. But will they? Are they likely to? RSI below 30 seems to be saying so, but… There are many factors that one needs to consider when… Read On »

"The Price Of Freedom" - A Look At The Evolution Of Gold And Silver Prices Since The First Memorial Day

As we convene in remembrance on this Memorial Day, we pause to honor the extraordinary courage of the men and women who laid down their lives in service to our… Read On »

Turning Your Rental Into A Smart Home: How Automation Tools Can Benefit Both Tenants And Landlords

American households are becoming increasingly digital as the rise of automated technology enables more families to use smart devices to make their at-home living more comfortable and convenient. The most… Read On »

Is A.I. On A Roll? Tech Stocks That Should Be In Your Watchlist

Artificial intelligence is on the rise. NVIDIA Corporation (NASDAQ:NVDA) jumped 24% after hours with the release of its earnings. The company is already up more than 140% YTD. A.I. continues… Read On »

S&P 500 Rally To Continue On Core PCE Figure

First 4,136 served as S&P 500 support, then 4,154 – stocks disregarded weak bond market posture, and half of the intraday progress in driving non-tech stocks lower, was lost. Yesterday… Read On »

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