Latest Insights on NGM
A Lopsided Stock Market — Worse Than the 2000 Crash?
July 22, 2020 2020 Financial Crisis, American Investor Today, Investing
(4-minute read) Five stocks are propping up the S&P 500 right now. The rest of the index is trailing. This isn’t a good sign. Tech Kingmaker Masayoshi Son Leads the Way to Startup Riches
July 26, 2019 Investment Opportunities, Technology, Winning Investor Daily
This visionary is bankrolling the next wave of Silicon Valley startups and driving up valuations throughout the entire tech space. 3 Reasons Emerging Markets Will Crush U.S. Stocks
July 2, 2019 Global Economy, Investment Opportunities, Winning Investor Daily
In a post on December 26, I said 2019 “will be the year U.S. investors return to emerging-market stocks in a big way.” That hasn’t happened — yet. 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 […] Gold’s Best-Kept Secret
September 6, 2016 Gold
A year ago, mining companies were in the midst of the “Great Dividend Cut.” But dividends are back, and that’s good news not just for stock investors, but for gold prices as well.