There's a case for alternative investments with little correlation to global stock markets and the global economy.
WMT
Oceanic Capital manager Tom Yorke shares his macro trend insights and how they relate to stocks of Wal-Mart, The Gap and McDonalds.
There’s mounting pressure for large multinationals to report to their shareholders on the working standards at their international suppliers. On 5/30, the New York Times noted that Wal-Mart (NYSE: WMT) is the latest to face these questions: At its annual shareholder meeting on Friday, the New York City pension funds, which […]
Jason Zweig recently used his regular column in The Wall Street Journal to discuss the relatively poor performance of large cap stocks. It’s a theme we’ve pointed out a number of times in recent commentaries from Covestor managers who invest in small-caps, for example from Vivian Lewis and Jack Brown. […]