While we spend most of our time at Valens looking at equities, we understand that it’s important to look at the credit universe from time to time...
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October 26, 2021
The world’s most famous investors, from Benjamin Graham and Shelby Davis to Warren Buffet and Seth Klarman know that as-reported financial metrics are unreliable...
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October 25, 2021
Investors and the financial media are trying to decipher how long Federal Reserve Chairman Jerome Powell and the rest of the Federal Open Market Committee will tolerate higher inflation....
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October 22, 2021
Legacy energy companies have been on a tear this year, and investors are clamoring to get exposed to the space...
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October 21, 2021
As the world painfully experienced in 2008, a crashing housing market can lead to economic hardship, particularly for those at the lower end of the income spectrum...
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October 20, 2021 -
October 19, 2021
History has shown that the world’s greatest investors, past and present, understand the simple fact that as-reported financial metrics are unreliable...
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October 18, 2021
The last few weeks have been choppy for large-cap stocks. Investors have been set up for disappointment this earnings season, leading to short-term volatility....
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October 15, 2021
With a 153% return in 2020, Cathie Wood’s flagship ARK Innovation ETF became an overnight cult favorite...
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October 14, 2021
With the onset of the pandemic a year and a half ago driving a surge in home buying across the developed world, more and more people have spent money on home improvement projects...
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October 13, 2021
The Federal government has known for some time that American water infrastructure is crumbling beneath our feet. After years of talking, lawmakers are finally taking action...
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October 12, 2021
With 5G communications shaping up to be the next avenue of growth for wireless providers, it is no surprise to industry giants snapping up the wireless spectrum...
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October 11, 2021
Many news articles are floating around with sensational headlines about the 30-year mortgage rate “jumping” higher...
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October 8, 2021
The turmoil in U.S.-listed Chinese stocks over the past year or so, during which time some companies’ share prices have declined by more than 50%, came as no surprise to those who have long warned of the perils of investing in China’s not so open market...
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October 7, 2021
Some people are declaring the “At-Home Revolution” to have come and gone. Their evidence? Ballooning valuations for companies that should suffer in the face of it...
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October 6, 2021
Over the past two decades, the global economy has changed dramatically. No longer do energy conglomerates dominate lists of the world’s most valuable companies, being replaced long ago by producers of the world’s newest addiction: technology...
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October 5, 2021
When many people think of automation, they think of trends like robotic factories, computer aided design, or self-driving cars. While all of these are happening, the automation movement is also happening a lot closer to home...
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October 4, 2021
Earnings season starts next week. It kicks off with banks and other early reporting companies, so now is a good time to wonder how the season will look...
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October 1, 2021
John Paulson’s claim to fame was his bet against the housing market in the years leading up to the Great Recession. That bet made him and his clients $20 billion dollars...
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September 30, 2021
The pandemic has ushered in a new wave of mass technological adoption, one which may only just be getting started....
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