Latest Insights on SQ
The Squeeze of the Metal Fist
January 18, 2018 Commodities
The squeeze in lithium supply is acute. The price of lithium has increased threefold since 2014. And on Tuesday, somebody stepped on the gas again. Here’s Where to Look for 2018 Profits
December 19, 2017 Investment Opportunities
If you’re looking for the best place to invest in 2018, one of your best bets is to put on your investment banker’s hat and bet on mergers and acquisitions. Amazon + Whole Foods? It’s Not Working
December 12, 2017 Stocks
I took plenty of heat back in June when I said the Amazon-Whole Foods merger “would be a surprising setback for the internet giant.” Looks like I was right.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 […]The Metal Leading the Next Rally
November 30, 2017 Uncategorized
Energy metals were on a wild tear until September. Then they flattened out. But now they’re perking up again, and cobalt is leading the way. Heck, cobalt just broke out to a five-year high! Looking at this chart, you can see that cobalt is up a stunning 190% since January 2016. That’s head and shoulders […]