ValueWalk's Blog

Since its inception in 2010, ValueWalk.com has grown to become a global leader in breaking financial industry news—with a focus on hedge funds, large asset managers, and value investing. We have provided beneficial information for the purpose of value investing for value investors. The site contains archives of famous investors, and many investor resource pages.

Many academics claim investing is a “random walk”. We believe this to be only partially true. It is our core belief that value investing can outperform the market, hence the name “ValueWalk”.

ValueWalk.com is well known throughout the value investing community to be a key source for both current and continuously relevant content. It is read on a daily basis by senior level executives at the largest banks, hedge funds, asset managers and Fortune 500 companies.

CMBS Woes Continue to Hit Malls Amid “Bad Boy Guarantees”

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By ValueWalk – The key pillars of loan quality are eroding, a Moody’s report notes, providing fewer protections for investors. The weakening of credit quality comes as malls serving economically depressed areas are closing...

Bitcoin Bubble Is About to Burst: Central Banks Could Be the Reason

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By ValueWalk – JPMorgan CEO Jamie Dimon says he regrets calling bitcoin a “fraud.” Kodak has also announced that it would install bitcoin mining systems in Rochester, and would launch its own version of bitcoin called KODAKcoin.

BoA Sell Side Indicator Shows No Euphoria…Yet

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By By Rupert Hargreaves – It is generally believed that euphoria is the terminal stage of aging bull markets. However, trying to estimate and gauge market sentiment like euphoria is easier said than done. For the past few years, as the...

Credit Card Losses: How High Can They Go?

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By ValueWalk – According to data from the Federal Reserve, US consumer credit grew by 5.5% annualized during Q3 the fastest quarterly pace this year. Credit now tops $1 trillion after a multi-year splurge by consumers...

Deutsche Bank Enters the Economic Fringe, Considers “End of Fiat Money”

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By ValueWalk – Fiat currencies have had nearly a 46 year run of success. But with cryptocurrencies “all the rage,” what Deutsche Bank Strategists Jim Reid and Craig Nicol call “inherently unstable” fiat currency system without any...

Goldman: ETF Demand Will Hit a Record $400 Billion in 2018

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By ValueWalk – ETF demand will reach a record high of $400 billion in 2018 according to Goldman Sachs. The bank lays out this forecast in its Flow of Funds: Outlook for US equity demand in 2018 report, which was published...

Microsoft Builds Tree Houses for Employees to Reduce Stress, Improve Creativity

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By ValueWalk – Microsoft is a regular in the best companies to work for list, for the perks and benefits it offers its employees. Now, in a rather unconventional move, the company has built tree houses to cut the monotony that the employees feel in the office...

Stock Buybacks Trending Lower, Except Among Financials

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By ValueWalk – The latest US Federal Reserve data confirms a decided 2017 trend: Stock buybacks are generally trending down. The latest data from the Fed confirms several data points, including that from TrimTabs and Yardeni...

Is China Killing Crypto? No. This Is What Is Happening

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By ValueWalk – The world of cryptocurrencies is in the midst of a tornado just now. Since the beginning of September, total cryptocurrency market capitalization is down by US$60 billion to around US$109 billion.

Japan’s Economy Near Record Postwar Economic Expansion

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By ValueWalk – As the developed world struggles with sluggish economic growth, inflation, and almost nonexistent wage growth, the one country that has defied all expectations is Japan, as Postwar economic expansion numbers are...

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