
Latest Insights on MA

December 7, 2017 Global Economy
I laughed for a second. And then I realized that disruptification is the perfect word to describe what is going on in today’s business and investing world.
December 7, 2017 U.S. Economy
Talk of tax reform created uncertainty. Businesses make money by waiting to see if tax rules change next year, or in 2019 under the Senate’s plan.
December 6, 2017 Trading Strategies
We often see certain trends in cash flow. These trends show up as patterns in the stock market. That’s why now is the time to buy stocks in Japan.
December 6, 2017 U.S. Economy
The recent tax bill that was passed lowers the corporate tax rate from 35% to 20%. That will make a huge difference to companies that spend a lot of money.An Update on Third Point Reinsurance
December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]