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Goldman Sachs finds that the stocks most owned by hedge funds have outperformed the broader market so far in 2019. The firm has also conducted... [Read More]
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Low-quality stocks have dominated their higher-quality peers throughout much of the 10-year bull market. They've been enabled by historically loose monetary conditions that have allowed... [Read More]
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Goldman Sachs lays out four scenarios that could lead to European stock-market outperformance versus the US, a reversal of the past 10 years. [Read More]
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John Danhakl, a managing partner at the private-equity firm Leonard Green & Partners, has helped launch seven funds over the past 30 years. Each of... [Read More]
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Dear Readers, The stock market last week followed a familiar path. After getting off to a rocky start following another trade-war escalation by President... [Read More]
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Investor nervousness has spiked in recent weeks as President Donald Trump has escalated his ongoing trade war with China. Marko Kolanovic, JPMorgan's global head of... [Read More]
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Vincent Deluard of INTL FCStone lays out the three "black swan" events he thinks could strike suddenly and send stocks tumbling into a bear market. [Read More]
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