The following is an excerpt from ValueWalk’s interview with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at…
Continue ReadingBold Climate Stimulus By The E.U. To Have Major Impact
On May 27th, the European Commission proposed the most significant fiscal stimulus in Europe’s history with climate investment at the…
Continue ReadingWill State and Local Governments Hire 1 Million Teachers in June and July? No, but …
There will be some weird seasonal adjustments this year! Every year, state and local governments let about 2 million teachers…
Continue ReadingTop 10 best housing markets for millennials amid COVID-19 pandemic
Millions of millennials all over the country have lost jobs due to the COVID-19 pandemic. If you are among lucky…
Continue ReadingTrump Admin Abandons Black Lives in COVID-19 Crisis
WASHINGTON, D.C. – During yesterday’s House Appropriations subcommittee hearing, Centers for Disease Control and Prevention (CDC) Director Robert Redfield lamented the…
Continue ReadingNon-Farm Payrolls Rise By 2.5 Million
The major indices are all trading significantly higher at midday thanks to the strongest government jobs report on record. While…
Continue Reading2020 A Notable Years For Proxy Fights Involving Activists
Activist investing is staging a recovery of sorts but not all forms are coming back with equal vigor. Get Our…
Continue ReadingAAR: May Rail Carloads down 27.7% YoY, Intermodal Down 13.0% YoY
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Huge swaths of the…
Continue ReadingRestaurants and Bars Remain Most Impacted by COVID-19
New Unemployment Data: Restaurants and Bars Remain Industry Most Impacted by COVID-19 Crisis Know more about Russia than your friends:…
Continue ReadingMay job figures just as shocking as April, but in a positive direction
Jeoff Hall, Managing Economist, Refinitiv, while discussing May jobs figures, comments: Get The Full Seth Klarman Series in PDF Get…
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