2023 hedge fund trends proxy fights Inflecting Trends

On Inflecting Trends…

As a long-time inflection investor, I’ve learned that many themes simply do not inflect. There are multiple causes for this; … Read more

Sprott Physical Uranium Trust SPUT

The New GBTC…

Last summer, I recognized an odd phenomenon. An obscure entity named Grayscale Bitcoin Trust (OTCMKTS:GBTC) was slowly cornering the free … Read more

Stock Prices ESG Regulation ten top Multisector bond funds

Event-Driven Monitor

Dear Friends, Over the years, I have frequently traded Event-Driven situations, dozens of which I have profitably profiled on this … Read more


Trump Trades…

Let’s start with a disclaimer here. I’m not a professional pollster. With few exceptions, most of the professional pollsters are … Read more


Valuing JOE

Back in June of 2018, I wrote an initial piece on St. Joe Co (NYSE:JOE), owner of approximately 175,000 undeveloped … Read more