Logos November Performance And Tax Musings

So what of Trump’s new tax reform package? Despite Trump’s approval ratings hitting a new low, the market appears to be applauding it. From our perspective, although this tax package will likely stimulative in the short term, in the long term a fiscal stimulus through generalized tax cuts is unnecessary, and destabilizing, in an economy running substantially above its 1.5 percent potential (and non-inflationary) growth on the steam of exceptionally loose monetary policy. Please Continue Reading →

Sohn London 2017 Conference Notes

Some notes on the recent Sohn Conference held in London at the end of November. ValueWalk was in attendance at the event but these detailed notes are exclusive to Hidden Value Stocks Subscribers. For the best reading experience (to be able to use the links) please download the PDF and then open. But first an important notice please read carefully and please read our TOS carefully “We do not offer Continue Reading →