Gold Downturn: Why Strong Fundamentals Are Not Everything
So much money printed. Excessive debt. Even pandemic! And gold failed to hold gains. But that’s how markets work, no matter what gold permabulls...
European Energy Crisis Forces First Factories To Shut Down
The European energy crisis is throwing a spanner in the economic recovery of the region, given the escalation of natural gas prices and the...
An Update On The End Of College… And A New Way To Profit
It was one of my most popular (and controversial) essays to date…
Q2 2021 hedge fund letters, conferences and more
College Is Never Coming Back
Last summer,...
Debate Over Tesla’s European Market Share
Whitney Tilson's email to investors discussing his response to two readers; visits with two other readers; debate over Tesla Inc (NASDAQ:TSLA)'s European market share;...
Will The U.S. Remain The World’s Largest Economy Against A Burgeoning China?
The United States has been the world’s largest economy with commensurate business dominance since the late 1800s, and its foreign policy has been dictated...
False Dawn Or Not
S&P 500 rose after an initial consolidation, and its advance was broad based. Modest dollar weakness accompanied by a daily increase in yields powered...
Ashtead – Not Immune From Supply Struggles
Ashtead Group plc (LON:AHT)'s first quarter revenue rose 21% to $1.9bn, reflecting a 22% jump in Rental revenue, which makes up 90% of the...
Australia’s Coal Sector Looks To Dig Itself Out Of A Funding Hole
According to a new report by S&P Global Ratings, the Australian coal sector is facing growing funding challenges. Australia is the world’s second largest...
FTSE 350 Look Ahead: Kingfisher, Saga, Compass And More
Look ahead to FTSE 350 & other companies reporting from 21 to 24 September
Q2 2021 hedge fund letters, conferences and more
B&Q and...
Well-Deserved Corporate Takedowns; Instagram Is Toxic For Teen Girls
Whitney Tilson's email to investors discussing the most jaw-dropping and well-deserved of corporate takedowns; Facebook knows Instagram is toxic for teen girls.
Q2 2021 hedge...
Oil Surged Amid Falling US Inventories, Hitting Our Target!
Oil prices rose to their highest level in two months as U.S. inventories fell more than twice what was expected. Where will it lead...
Softening Inflation: Gold Jumps Again
Inflation softened further in August, and gold reacted positively. Look closely at what the Fed’s doing, as that’s where the clues for the future...
These Were The Ten Biggest IPOs Of July 2021
The IPO market continues to impress with its remarkable performance that started in the second half of last year. As of mid-August, the traditional...
Europe: Low-Cost Airlines Could Have An Advantage Over Legacy Carriers Post-Covid
Low-cost airlines in Europe are to have the edge over national carriers once the pandemic recedes, experts say. As the likes of Spain and...
China’s Growing Isolationism And The Global Slowdown
In his Daily Market Notes report to investors, while commenting on China's growing isolationism, Louis Navellier wrote:
Q2 2021 hedge fund letters, conferences and more
The...