Dow 30,000: In Case The Next Stop Is Down
Image via Bloomberg Business Week. Dow Hits 30000 In our post-election update last week, we offered our take on why … Read more
David Pinsen
Post-Election Update
PredictIt odds on the Presidential election, as of Tuesday night. Q3 2020 hedge fund letters, conferences and more Two Weeks … Read more
Election Update
Last week, I predicted President Trump would win reelection with 316 Electoral votes and showed a couple of ways to … Read more
Donald Trump Is Headed For Another Shocking Victory: How To Position Your Portfolio For This “Obvious” Outcome
I predict President Trump will win re-election with 312 electoral votes. Here I’ll show how I came up with that … Read more
From Black Rain To Black Swans: The Importance Of Hedging
Below is a recording of my presentation to the Greensboro chapter of the American Association of Individual Investors on October … Read more
Twitter Incurs Republicans’ Wrath
Twitter CEO Jack Dorsey defends its censorship of the New York Post’s Hunter Biden exposé. Q3 2020 hedge fund letters, … Read more
President Trump’s Endorsement A Double-Edged Sword For Regeneron
The Lincoln Project turned President Trump‘s endorsement of Regeneron Pharmaceuticals Inc (NASDAQ:REGN)’s experimental COVID-19 treatment into an ’80s-style infomercial (screen … Read more
Peloton Goes Parabolic
Peloton Interactive Inc (PTON) Keeps Pedaling Last month, we noted that Peloton Interactive Inc (NASDAQ:PTON) has been one of the … Read more
Post-Debate Notes: Election Risk
Q2 2020 hedge fund letters, conferences and more Post-Debate Notes With the first Trump-Biden debate of 2020 in the books, … Read more
Boeing Co (BA): Betting On Clowns And Monkeys
Boeing Co engineers work on 737 MAX design (pictured below) Q2 2020 hedge fund letters, conferences and more Options … Read more
Reducing Post-Ruth Bader Ginsburg Risk
Q2 2020 hedge fund letters, conferences and more The Passing Of Ruth Bader Ginsburg Raises The Temperature American political tensions … Read more
In Case We’re Wrong About Gold
A Good Year For The Yellow Metal So Far Record fiscal and monetary stimulus in 2020 has been good … Read more
Pedophilia Protection For Netflix Inc (NFLX)
In Michel Houellebecq’s 2015 novel Submission, France becomes an Islamic state under a president named Mohammed Ben-Abbes. At the time, the … Read more
Crash Protection Kicks In For Tesla
A couple of weeks ago, I wrote that it was time to hedge Tesla Inc (NASDAQ:TSLA) again. In that piece, I … Read more