The Facebook Feeding Frenzy: Time For A Pause!

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[Browse investment properties in minutes, click here now!](tracking.imspublishergroup.com/aff_c?offer_id=1685&aff_id=1006) [Valuewalk]( Top Stories [The Facebook Feeding Frenzy: Time For A Pause!]( In my last post, I noted that the FANG stocks have been in the spotlight, as tech has taken a beating in the market, but [Read More...]( [2018 Q1 Hedge Fund Letters – UPDATED 4/9]( Created on 4/3/18 we will be adding much more over the coming months and weeks in particular so please stay tuned A few [Read More...]( [Dalio Doubles Down – Risk Of Shooting War With China]( Dalio reiterates yet again the possibility of a war with China echoing what George Soros said a few years ago and what t [Read More...]( [Gold Sets New Volume Record – Again]( Gold has just broken a new all-time quarterly record for volume – again. With Q1 2018 in the record books, we can see be [Read More...]( [Give Me 9 Minutes a Week and I Guarantee You $67,548 a Year]( [sponsor] Master trader Jim Fink trades the market for extra cash... and averages $185 per day. $185.06 to be exact. That adds up to $67,548 per year, and if you follow his strategy, you can do the same thing yourself. Why not? All it takes is nine minutes a week. And you don't have to invest a dime up front. [Go here to see if this $67,548-a-year system is for you.]( [Jim Chanos on Tesla – Musk Will Leave]( Jim Chanos on Tesla Inc TSLA future from today – see the video and an informal transcript below So they are depend [Read More...]( [Those Thieving Bastards (Trade Wars And IP Theft)]( It’s ironic that while the boy child in charge of the world’s largest surveillance program feigns concern and those in c [Read More...]( [Kerrisdale Capital Short QuinStreet Inc (QNST)]( We are short shares of QuinStreet, a web-1.0 adtech firm that acts as a middleman between online advertisers and niche w [Read More...]( [What The CFOs Think About The Equity Premium In 2018: 6.31% Real Premium?]( Professors John Graham and Campbell Harvey consistently put out great research. One of their innovations in financial re [Read More...]( [Debt, Tech And Trade Wars Cloud The Investment Horizon]( Global equities posted their first quarterly decline in two years during a volatile first quarter. Growing concerns abou [Read More...]( [Black Bear Value Partners LP 1Q18 Commentary]( Black Bear Value Partners LP commentary for the first quarter ended March 31, 2018. “Inflation is when you pay fifteen d [Read More...]( [Why Passive Investing Isn’t A Panacea]( The active/passive debate has been raging for years, and both approaches have merit. But there’s more to the story than [Read More...]( [Q&A With Michael Lebowitz]( Below is an article by Michael Lebowitz of Real Investment Advice and 720 Global. In addition to asking several question [Read More...]( [Cape: The “Value” Of Sector Rotation]( DoubleLine Shiller Enhanced CAPE/CAPE International webcast for the month of April 2018. See 2017 Hedge Fund Letters. TA [Read More...]( [Cyber Theft of Brokerage Accounts A Growing Concern; 88% Of B/Ds Have Experienced A Hack]( As cyber attacks on banks garner attention in financial services, it might be a brokerage account that is most at risk. [Read More...]( [While Markets Scramble For Direction, On The Edge Of The Cliff, Turkey Cracks]( Dum Markets Consulitur, Turkey Expugnatur The catalyst for a deep repricing in markets can be entirely endogenous, withi [Read More...]( [Trump Is Underestimating The Petro-Yuan And China’s Weapons To Fight This Trade War]( I always ask myself one thing when looking at investments. “Is this fragile, robust, or positioned to be anti-fragile? W [Read More...]( [Stepan: A Dividend King With Growth Challenges]( Stepan Co. (SCL) has a dividend track record that few companies can rival. This year will be Stepan’s 50th consecutive y [Read More...]( [Let Loose The Dogs Of War… How To Navigate Late-Cycle Market Volatility]( Paul Tudor Jones once said, “You look at every bear market and they’ve always basically occurred because of an uptick in [Read More...]( [The Downside To Playing It Safe In The Banking Industry]( Wharton’s William Diamond discusses his research on why banks tend to invest in assets with the lowest risk. Whart [Read More...]( [Seth Klarman: Mainstream Investing Has It Backwards]( Some years ago Seth Klarman gave a fantastic speech at the MIT Sloan Investment Management Club. During his speech Klarm [Read More...]( We would greatly appreciate you sharing this newsletter and checking out our sponsors [facebook]( [twitter]( [stumbleupon]( [linkedin]( [delicious]( Copyright © 2018 VALUEWALK LLC. All rights reserved. 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