Alex Dumortier, CFA

In a blow to one of the fundamental pillars of investing, Goldman Sachs highlights the fact that sharp stock market declines "are more frequent and more global in nature."

Valeant Pharmaceuticals International Inc. lowers its full-year guidance for the third time, providing more evidence that the stock is un-investable.

A stroll through history shows that, contrary to appearances, this recession indicator isn't showing an "all-clear" for the economy.

Stocks and bonds have had a great run over the past four decades, but there are good reasons to believe they won't reproduce those results over the next four decades (or even the next 10 years).

The Fed is forcing top banks to make economic choices when it comes to their size.

One billionaire hedge fund manager bought shares of Bank of America Corp. in the first quarter, while three more sold their shares. Who's on the right side of that trade?

Michael Dell gets called out for "stealing" Dell, while Valeant's former CEO gets a golden goodbye.

China's CSI 300 stock index futures fell 10% and recovered the loss within a single minute, just as index provider MSCI Inc. considers adding mainland shares to its widely followed indexes.

Legendary investors Seth Klarman of Baupost Group and Carl Icahn sold big chunks of their PayPal stakes in the first quarter. Is there a case for getting out of the stock now?

In a development that ought to raise a big red flag for shareholders, a top Apple Inc. executive broached the idea of acquiring Time Warner Inc.

Too many hedge funds chasing too few ideas: That's no recipe for market-beating returns.

David Einhorn's Greenlight Capital became one of online business directory Yelp's top shareholders in the first quarter. Should individual investors buy in alongside this well-respected value investor?

Hewlett Packard Enterprise Co will spin off its Enterprise Services unit in a repudiation of HP's former "go-go" acquisition strategy.

Vehicle parts distributor LKQ Corporation was added to the S&P 500 last Friday, and it deserves the higher visibility.

The Senate Committee on Aging recently released 818 pages of documents that provide new insights into the drugmaker's shenanigans around its hidden relationship with mail-order pharmacy Philidor.

The 4% rule is a well-worn rule of thumb for retirement. Does the rule still hold up in our topsy-turvy post-crisis world?

Barron's profiled First Data Corp in its most recent issue. The "busted IPO" represents a very interesting opportunity.

Soros Fund Management's three best-performing stocks in the first quarter were Alliance One International, Inc., Michael Kors Holdings Ltd, and Wynn Resorts, Limited.

The top 50 hedge funds are underweight Apple's stock, but shares of the iPhone maker are a good risk-adjusted bet.

Wednesday's release of the minutes of the Federal Reserve's monetary policy meeting produced some unusual price action in bank stocks.