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Monday, September 21, 2020
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President Trump Tours Neighborhoods Hit Hardest by Stock Market Crash

President Trump flew to New York on Monday to begin a one-week tour of the neighborhoods in America most affected by the stock market...
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Avenir Capital 2Q20 Commentary: Vail Resorts

Avenir Capital commentary for the second quarter ended June 2020, discussing their positions in Vail Resorts, Sony and CBRE Group. Q2 2020 hedge fund letters,...
coronavirus, stimulus checks, debt, deficit,

GOP’s HEALS Act may magnify coronavirus stimulus checks for retirees

Negotiations are still ongoing for the final stimulus package after the introduction of the HEALS Act last week. The GOP’s HEALS Act makes an...
Jeff Ubben inclusive capital

Ubben Helping Investors Steer Away From Activist Investing With Inclusive Capital

Our profile in this month’s issue of Activist Insight Monthly is with Jeff Ubben, who recently shocked the activist community by taking his environmental...
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Berkshire Hathaway’s Second-Quarter Earnings

Whitney Tilson's email to investors discussing Berkshire Hathaway's second-quarter earnings; it feels like deja vu all over again; it may be time for bank...
Coronavirus, stimulus checks, investors, cramer

Pelosi recalling House: Is it for coronavirus stimulus package?

Even though the negotiations over the next coronavirus package have failed, all hopes are still not lost. It is possible that a deal on...
PRB Banks mining assets

Global Mining Assets At Risk Of Increase In Carbon Pricing

Global mining assets at risk of significant increase in carbon pricing according to Trucost Q2 2020 hedge fund letters, conferences and more One-third of global mining...
Earnings Salesforce

Salesforce 2Q20 Earnings Impress Investors

Now that Salesforce's earnings announcement has officially been released, Groove CEO Chris Rothstein provides his takeaways from the announcement and discusses the CEO Benioff's...
Performance Chasing

Value’s Lifeblood is Performance Chasers

Dear fellow investors, While listening to Rob Arnott on a recent Morningstar podcast, I became enamored with something that Arnott was emphatic about. He pointed...
Tilson mountain

How Whitney Tilson’s “Spidey Sense” Identified The Bitcoin And Pot Stock Bubbles

Whitney Tilson's email to investors discussing his 'spidey sense'; Seth Klarman; excerpt from his upcoming book about how he identified the top of the...
asset manager communications Brand Damaging Communications

Covid-19 Pushed the Envelope of Asset Manager Communications

As markets plummeted around us, with the S&P 500 hitting the bottom on March 23, it soon became clear that this would be a...
Logica Cap

Logica Capital August 2020 Commentary: Scaling S&P Puts And Calls

Logica Capital commentary for the month ended August 2020, discussing scaling S&P puts and calls from their portfolio. Q2 2020 hedge fund letters, conferences and...
gold investment demand

Investment demand for gold remains high as COVID fears rise

Gold prices climbed to a one-month high today as analysts at Goldman Sachs say investment demand should remain strong, even after the economy starts...
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Reopening Push Reduces The Number Of Jobless Claims

Commenting on the reopening push and today’s trading Gorilla Trades strategist Ken Berman said: Q1 2020 hedge fund letters, conferences and more The major indices are...
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Preserve Cash During Low-Volume Week Waiting on Coronavirus Surge Information

Dan Celia: Preserve Cash During Low-Volume Week Waiting on Coronavirus Surge Information Q1 2020 hedge fund letters, conferences and more PHILADELPHIA - A shorter trading week...