2018 Q1 Hedge Fund Letters – UPDATED 4/12

ValueWalk's newsletter - profile]( [View email in browser]( [Invest as little as $5,000 in Real Estate](tracking.imspublishergroup.com/aff_c?offer_id=1685&aff_id=1006) [sponsor] Passively Invest in Professionally Managed real estate investments for as little as $5,000, all from the convenience of your living room. [Browse investment properties in minutes, click here now!](tracking.imspublishergroup.com/aff_c?offer_id=1685&aff_id=1006) [Valuewalk]( Top Stories [2018 Q1 Hedge Fund Letters – UPDATED 4/12]( Created on 4/3/18 we will be adding much more over the coming months and weeks in particular so please stay tuned New ma [Read More...]( [Why Is It So Hard to See a Recession Around the Corner? Here Are Two Reasons]( If you’re in any way interested in the business cycle, you know that markets have received an inordinate amount of [Read More...]( [Warren Buffett: The Best Managers “The World Has Ever Seen”]( Warren Buffett once told Lawrence Cunningham that much of what he learned about management, he learned from Tom Murphy w [Read More...]( [Questions About Catalyst Capital Group]( It was corporate skulduggery at its most audacious. Last September Frank Newbould dined at Scaramouche, a swanky downtow [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.]( [Simon Property Group – Valuable REIT Or Dangerous Value Trap?]( Retail REITs have significantly underperformed the rest of the market as rising interest rate fears and growing Internet [Read More...]( [The Next Enron?]( Guys–I’m clearing out a very over-loaded email box, before I head to Italy on Monday for three weeks of being a tourist. [Read More...]( [Behavioral Finance Is Central To Value Investing]( The post Behavioral Finance Is Central To Value Investing appeared first on ValueWalk Premium. [Read More...]( [Roaring Blue Lion Capital Running A Withhold Campaign Against HomeStreet]( This week Roaring Blue Lion Capital, an adjective-laden, first-time activist, announced that it would run a withhold cam [Read More...]( [THIS Market Has Changed And Forever]( “The world clings to its old mental picture of the stock market because it’s comforting; because it’s so hard to draw a [Read More...]( [China’s History Of Financial Warfare And The 4 Options They Can Use For Victory]( Last Friday I published an article highlighting the emerging Trade War between China and the United States. As I wrote t [Read More...]( [Wharton’s Jeremy Siegel: Trade Won’t Be Main Issue In Second Half Of The Year]( Jeremy Siegel, Wharton School of Business professor of finance, discusses President Trump’s trade rhetoric as well [Read More...]( [Guggenheim: Not Too Soon to Think About Defaults and Recovery Rates]( Guggenheim Investments high-yield and bank loan outlook for the month of April 2018, titled, “Not Too Soon to Thin [Read More...]( [Play Ball! How Complete Is Your Investment Lineup?]( The role that trend following can play on your roster Major League Baseball fans will enjoy a historic start of the seas [Read More...]( [US-German Bond Spreads And Equity Leadership]( Recent weak data emanating from the Eurozone has been weighing on German Bund yields. The significant drop in the Eurozo [Read More...]( [Singapore Is Relatively Cheap, But Only Moderately Attractive]( Four Pillars of GDP: Driven by the private sector Singapore has moderate GDP growth, driven mainly by private investment [Read More...]( [Lowe’s: Can This Dividend King Maintain Its Huge Success?]( The Dividend Kings consist of many different types of companies, many of them operating in the non-cyclical consumer sta [Read More...]( [Smart Beta Or Smart Marketing?]( The Unusual Choices of Evidence-based Investors. The post Smart Beta Or Smart Marketing? appeared first on ValueWalk Pre [Read More...]( [Snap-on Incorporated (SNA) – Better Profits Than Meet The Eye]( To determine the true profitability of a firm, investors must make numerous adjustments to reported earnings. Through th [Read More...]( [Why Investors Like Unreadable Tax Footnotes]( Frustrated by indecipherable tax footnotes? Investors like them that way for low tax-paying firms, study finds Twenty ye [Read More...]( [Hedge Funds Are Expected To Return 8.5 Percent In 2018]( Skenderbeg Alternative Investments put into perspectives for the month April 2018. “The whole problem with the wor [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. This email was sent from VALUEWALK to {EMAIL} 295 Madison Avenue 12th floor, New York City, New York, 10017, United States [Why am I receiving this email?]( [Update Profile]( [Click here to unsubscribe](