ValueWalk's Blog

President Trump, as part of his “America First” program, has proposed lowering the US corporate tax rate to 15 percent and to close a myriad of loopholes in an effort to simplify the tax code, and to also encourage the nation’s largest businesses to bring production back home.

Goldman Sachs is the latest bank to publish research trying to justify the current high level of the market as well as its year-end S&P 500 price target. Goldman laid out its case for further equity gains in a presentation published at the...

US investors sold stocks for the second consecutive week last week after having been net buyers for the prior 14 weeks since the election, that’s according to Bank of America Merrill Lynch’s weekly client flow trends report.

With the S&P 500 trading at all-time highs, NYSE Short Interest down 20% over the past 12 months and what can only be described as a highly optimistic view of Donald Trump’s presidency, one does wonder if the markets are in their...

That was the word Jackie Gleason used to characterize the proposed reprisal of ‘Minnesota Fats’ in The Color of Money, 1986’s sequel to The Hustler. Chances are Paul Newman himself, who had at least 36 script conferences with the screenwriter...

On December 7, the Reserve Bank of India, going against consensus expectations, did not cut interest rates – underlying the assumption that the Indian economy, in the midst of moving to a cashless society, was doing fine...

A sustained recovery in US 10-year bond yields to 2.5% could drive a rotation of $250 billion from developed market bond funds into developed market equities according to proprietary analysis from Deutsche Bank. This forecast was...

A virtual consensus exists about the probability of a fiscal stimulus under a Trump presidency. Most only debate its size and timing. But that doesn’t appear to be dampening market expectations, with the stock market continuing to set new...

It is not just recent “populist” elections in the UK and the US that is signaling a move towards de-globalization, but a decided downtrend in the ratio of global trade to GDP in recent years also points to this trend. But is the trend real? A Deutsche Bank report notes both...

The next step in the global populism trend could be felt December 4. This is when the Italian referendum to change the constitution, a measure supported by the political establishment, will be voted up or down. A Moody’s report notes that rejecting the referendum...