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Sunday, August 9, 2020
gold price fundamentals

Gold fundamentals support rising price

The gold price is back above $1,700 an ounce as fundamentals continue to support a bullish trend for the yellow metal. Risk aversion returned...
Big Market Delusion

The Big Market Delusion Everywhere: Electric Trucks

It is often said that once you have a hammer, everything looks like a nail.  So be it with the big market delusion.  Since...
Top 10 Largest Asset Management Companies In The World

Top 10 Largest Asset Management Companies In The World

Financial services is a multi-trillion-dollar industry. Large asset management companies pool money from individual investors, businesses, and non-profits to invest in different asset classes...

Sell Intuit Inc: Overvalued & Cash Flow Falling Fast

Investors do not wait. Get ready for Active Management now! Now is the time for investors to incorporate quantitative tools to empower their portfolio management. Any...
Top 10 Largest Private Companies In the US By Revenue

Top 10 Largest Private Companies By Revenue In America

After tasting a little success, most companies raise money from venture firms and then go public a few years later. On the other hand,...
Logica Capital

Logica Capital May 2020 Commentary: While The City Sleeps

Logica Capital commentary for the month ended May 2020, titled, "While The City Sleeps." Q1 2020 hedge fund letters, conferences and more Logica Absolute Return  -...
Top 10 pharma companies with the highest R&D spending

Top 10 pharma companies with the highest R&D spending

Pharma and biotech companies have significantly ramped up their R&D spending in recent months to find a treatment or vaccine for the novel coronavirus....
Amazon books Ray Dalio Books

Ray Dalio Urges ‘Beautiful Deleveraging’ of Police Departments

During a YouTube livestream from a bathroom at an undisclosed location, Ray Dalio looked into the camera and reminded viewers, “I’m not just rich,...
Argentina Agroecology

Argentina Should Embrace Agroecology As Its Development Model

On its face, the news from Argentina is all bad. On 22 May, the country missed a deadline to pay $503 million in interest...
weak JOLT job Opening Economy coronavirus job cuts dividends

Weak JOLT Job Openings Estimate Adds Selling Pressure

In a note to investors, while commenting on the weak JOLT job openings estimate and trading at mid day, Gorilla Trades strategist Ken Berman...
Philly Fed Index Top 10 biggest hedge funds

Top 10 biggest hedge funds in the world

Here we take a look at the top 10 biggest hedge funds in the world and how much money they manage. Most of them are based in New York City
Mason Hawkins Robert Rodriguez Rick Guerin Patrick McCormack Studies and research papersESG Covid invest stock market value investing work modern portfolio SMAs remote investing selling pressure proxy fights involving Price Crash board seats activist short seller Top 10 best investing blogs you should read in 2020

Jobless Claims Number Added To The Selling Pressure

In a note commenting on the selling pressure this morning and today's trading Gorilla Trades strategist Ken Berman said: Q1 2020 hedge fund letters, conferences...
Chris Browne Michael Steinhardt Intel Lackluster Guidance venture firms investment duties regulation Robinhood investor high active share alts Hertz debtholders pe and m&auneven markets 13F activists HC2 Top 10 best investing podcasts

Top 10 best investing podcasts: Learn from the masters

Here we take a look at the top 10 best investing podcasts that I think provide great value. These are the podcasts that I enjoy
dividend increases stock market socially distancing economy grizzly research extreme disconnect

Why The Stock Market Isn’t Always The Economy

Ben Strubel's letter to investors for the month of June 2020, titled, "why the stock market isn't always the economy." Q1 2020 hedge fund letters,...

Coronavirus and the Aftermath

A summary of COVID cases and demographics by Greg Presseau Of Perennial Capital Having successfully averted disaster by imposing economically-debilitating lockdowns, we have seemingly ceased...