ValueWalk's Contributions

Across the North American oil patch, the 2014 oil bust is still playing out. For outsiders, it may look as if the crash is now over and companies are starting the recovery process. However, depressed oil prices are still wreaking havoc in the North American oil industry.

The European Central Bank’s ‘bazooka’ QE is causing some very strange movements in the European credit markets. The latest development is the falling yield on European BB rated bonds which could mean JUNK BONDS will soon...

Technology is moving to disrupt as many business models as it can and investment banks are not immune, an August 26 91 page Bank of America Merrill Lynch report points out. Banks in the European Union are struggling with different...