When Is A P/E Not A PE: Case Study In Indexing

ValueWalk Daily Free Newsletter - Everything Hedge Funds and value investing | [View Online]( If you think others would find this useful, please share it with them – we’d really appreciate it Share: [facebook]( [twitter]( [google]( [linkedin]( [SU]( W are still reformatting the newsletter please bear with us while we perfect it, which should be any day!. [IPO Alert: Buy the #1 Weed Stock of 2017 – BEFORE the IPO]( [sponsor] Canadian marijuana stocks are surging! The last IPO jumped 171% overnight. Others have surged up to 1,364%! Discover how to grab a stake in this IPO – just one week BEFORE the stock starts trading. [Click here to get all the details on this pre-IPO trade.]( [When Is A P/E Not A PE: Case Study In Indexing]( Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis AI Hedge Fund Robots Beating Their Human Masters A tutorial on the dangers of Indexing investing. […] The post [When Is A P/E Not A PE: Case Study In Indexing]( appeared first on [ValueWalk](. [How Prepared Are Firms To Account For Risk?]( Sudden shifts in the investment landscape have proven extremely challenging for active investment managers who are already under pressure to improve their relative performance and adopt techniques to manage risk. Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, […] The post [How Prepared Are Firms To Account For Risk?]( appeared first on [ValueWalk](. [Have We Seen The Peak In Housing And Autos?]( Via today’s market update with Chris Puplava: Referencing the chart above, Puplava states: “We’re seeing more signs that we are closer to the end than the beginning. Two early-cycle indicators to look at for predicting economic turns are housing and […] The post [Have We Seen The Peak In Housing And Autos?]( appeared first on [ValueWalk](. [The ‘Why’ Behind Asking Why: The Science Of Curiosity]( Astrophysicist and author Mario Livio discusses his new book on curiosity. Curiosity is a fundamental human trait. Everyone is curious, but the object and degree of that curiosity is different depending on the person and the situation. Astrophysicist and author […] The post [The ‘Why’ Behind Asking Why: The Science Of Curiosity]( appeared first on [ValueWalk](. [PIMCO Reduces U.S. Exposure Amid Rich Valuations, Removal Of Accommodation]( Long a member of the bullish camp, PIMCO’s outlook recently shifted and they are now warning of stretched valuations and downside risks. Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Baupost Letter Points To Concern Over […] [Company With Roots In Serving Hedge Funds Aims To Disrupt Expert Witness Business]( Company With Roots In Serving Hedge Funds Aims To Disrupt Expert Witness Business Many in the legal profession may never have heard of Gerson Lehrman Group, even though it is the world’s largest company providing expert consultants to investors and […] The post [Company With Roots In Serving Hedge Funds Aims To Disrupt Expert Witness Business]( appeared first on [ValueWalk](. [As Rapidly Aging Asia Takes On More Debt, Stimulus, & financial engineering Won’t Help: Moody’s]( The demographic decline in Asia, particularly in Japan, has been well documented. Meaningful numbers of elderly are retiring in far greater numbers than young working age people are replacing them. As a working-age population growth problem spreads across the region, […] The post [As Rapidly Aging Asia Takes On More Debt, Stimulus, & financial engineering Won’t Help: Moody’s]( appeared first on [ValueWalk](. [The Pence factor: Get Tax Relief Passed]( With his administration less than seven months old, a hot political conversation centers on US President Donald Trump potentially facing a primary challenge from an establishment Republican in 2020. With significant fights over debt ceilings and a border wall surrounding […] The post [The Pence factor: Get Tax Relief Passed]( appeared first on [ValueWalk](. [Is The Clock Ticking On The Bull Market?]( Since early 2009, being “long” (that is, owning) the U.S. equity market has made a lot of investors a lot of money. As measured by the S&P 500, U.S. equities have returned 230 percent over this period. With the exception […] The post [Is The Clock Ticking On The Bull Market?]( appeared first on [ValueWalk](. [What Financial Conditions Tell Us (Two Charts and One Prediction)]( By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers It seems every bank, including central banks, publishes a financial conditions index these days. And because financial conditions typically lead the economy, it makes sense to track them. […] The post [What Financial Conditions Tell Us (Two Charts and One Prediction)]( appeared first on [ValueWalk](. [2017 Unicorn Report]( The unicorn frenzy has slackened in the US when compared to 2014 and 2015, but still more billion-dollar companies are being created than are turning that valuation into cash. While several of these companies have completed successful exits this year, […] The post [2017 Unicorn Report]( appeared first on [ValueWalk](. [European Firms With US exposure Have “Never Been More Oversold” MS]( Analysts at Morgan Stanley had picked out Japan as the Asian market they liked best for 2017 heading into the year. However, as the year has moved on, this recommendation has not worked out as expected for various reasons, despite […] The post [European Firms With US exposure Have “Never Been More Oversold” MS]( appeared first on [ValueWalk](. [The Financial Brain Of The London City – (VPRO Documentary – 2013)]( Joris Luyendijk is a journalist and a publicist with a banker’s blog on The Guardian. For this episode of VPRO backlight, he dives into the financial brain of the London City, and descends into the minds of the master bankers. […] The post [The Financial Brain Of The London City – (VPRO Documentary – 2013)]( appeared first on [ValueWalk](. [AFR Rebukes Wells Fargo’s Latest Attempt To Get Away With “Fraud”]( Once again, Wells Fargo is using forced-arbitration “ripoff clauses”  buried in the fine print of customer contracts to try to shield the company against accountability for widespread misconduct. Even as the Senate weighs action to block a Consumer Financial Protection […] The post [AFR Rebukes Wells Fargo’s Latest Attempt To Get Away With “Fraud”]( appeared first on [ValueWalk](. [Ford Lowering Loan Standards To Boost Sales As Delinquencies, Defaults On Rise]( With 2017 sales down at Ford Motor Company 4.8% year to date basis last year – outpacing new car sales, which fell 2.1% over the first six months of 2017 – company executives were faced with a challenge: how to […] The post [Ford Lowering Loan Standards To Boost Sales As Delinquencies, Defaults On Rise]( appeared first on [ValueWalk](. [2Q 2017 RSM US & PitchBook Spotlight On B2B]( Revamped with brand-new datasets expanded in scope and depth, the latest RSM US Quarterly Industry Profile for the business products and services industry is now available. Powered by the PitchBook Platform, the report offers in-depth insight and analysis of M&A and private equity activity, exits and […] The post [2Q 2017 RSM US & PitchBook Spotlight On B2B]( appeared first on [ValueWalk](. [3 Massive Market Shifts Investors Should Have On Their Radar]( With volatility at all-time lows and bullishness at all-time highs, markets seem calm on the surface. However, there are massive shifts happening underneath which have wide-ranging implications for investors. [REITs] Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, […] The post [3 Massive Market Shifts Investors Should Have On Their Radar]( appeared first on [ValueWalk](. [HSBC Pans Idea Of Parallel Italian Currency As Youth Unemployment Near 40%]( What would a parallel currency look like in Italy? Would it be like Norway and Denmark etc? Or would it be a bad idea? When former Italian Prime Minister and current candidate Silvio Berlusconi told the Italian publication Libero Quotidiano […] The post [HSBC Pans Idea Of Parallel Italian Currency As Youth Unemployment Near 40%]( appeared first on [ValueWalk](. [3Q 2017 Analyst Note: Direct Secondary Markets For VC]( This latest venture analyst note from PitchBook explores how the “stay-private” trend among venture-backed companies is contributing to increased utilization of the direct secondary markets. Detailing the complexities of such sales and how the structural difficulties of the broader secondary VC […] The post [3Q 2017 Analyst Note: Direct Secondary Markets For VC]( appeared first on [ValueWalk](. [Bitcoin Hedge Fund Up 2,129% Raises Concerns]( With Bitcoin up a strong 321% year to date, cryptocurrency hedge fund manager John Chalekson looks like a genius. The crypto hedge fund, whose marketing materials for limited liability partnerships are available online, delivered 2,129% returns to investors basis August […] The post [Bitcoin Hedge Fund Up 2,129% Raises Concerns]( appeared first on [ValueWalk](. [Harry Dent's New E-Book is Available for Download]( [sponsor] Harry's shocking e-book will change the way you protect your money during this market crash. The ONE safe haven "experts" have been telling you to send your money to is actually anything but! It's essential you get this e-book today and save yourself from making a fatal mistake with your wealth. [Grab your copy and your free subscription to the Economy & Markets newsletter here.]( If you think others would find this useful, please share it with them – we’d really appreciate it Share: [facebook]( [twitter]( [google]( [linkedin]( [SU]( [Follow ValueWalk on Twitter]( | [Friend ValueWalk on Facebook]( Copyright © 2017 VALUEWALK LLC. 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