ValueWalk's Blog

ValueWalk – Underfunded pensions plans are possibly one of the most significant headwinds facing companies and public-sector bodies today. Despite record high stock markets and a bond bull market that has lasted for many decades...

By ValueWalk – It is often difficult to ascertain the actual level of credit and liquidity in China, as the “shadow banking” segment is near $8.5 trillion strong. But China’s Total Social Financing (TSF) data, released Tuesday, attempts to do...

By ValueWalk – When it comes to any finance-related questions, I am fair game, and those questions usually span the spectrum, from what I think about Warren Buffett (or why I don’t agree with everything he says) to whether tech...

By ValueWalk – Against the backdrop of domestic political infighting and geopolitical concerns, the drug epidemic unfolding in the United States is getting nowhere near enough attention as it deserves. As covered a few weeks ago, according to the...

By ValueWalk – Tesla CEO Elon Musk has warned US lawmakers about artificial intelligence tech, stating that the brakes should be put on the technology before it is too late. The whole essence of his conversation was that killer robots...

By ValueWalk – An unprecedented run of elevated corporate savings has been a defining feature of the secular stagnation thesis since the Lehman crisis claims a new report from JP Morgan’s Global Asset Allocation team headed by Nikolaos Panigirtzoglou.

By ValueWalk – US pension funds do not have a pretty probability path going forward, a Moody’s report pointed out. The potential that certain pension liabilities increase at a time when reliance on pension funds avoiding major investment losses...

By ValueWalk – As e-commerce continues to grow at a rapid pace – and Amazon looks to gobble up the world – Goldman Sachs asks the question: what type of products and services cannot be sold online? From an investing...

By ValueWalk – What has been the impetus for a host of active mutual fund outperformance against the S&P 500 benchmark in early 2017? Exposure to the Information Technology sector, a May 26 Goldman Sachs report observes.

In a world where US political risk appears to be rising and nuclear threats with North Korea come amid persistent tensions in the Middle East and with Russia, worldwide market volatility appears to have blinders on. A Bank of America Merrill...