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Latest Insights on SWI

An Update on Third Point Reinsurance
by Optin 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 […]
Historic Month for Gold: Get Ready to Grab Aluminum Gains We have two trades with open gains and two with an open loss. Fortunately, the gains outweigh the losses. And I expect more upside ahead for each. Three of the four trades expire in January, so we have some time with those. However, one of the positions that is down expires at the end of […]
An awfully big antitrust trend is already in the works for Big Tech - and investors should beware of what an Amazon Antitrust fight could mean for you. What Amazon’s Coming Fight Could Mean for Your Portfolio An awfully big antitrust trend is already in the works for Big Tech - and investors should beware of what an Amazon Antitrust fight could mean for you.
Sell DSLV and SDS; Then Add Three New Positions
by Optin November 29, 2017 Pivotal Point Trader
We added Potlatch Corp. (PCH) to the Pivotal Point portfolio two weeks ago. And it has already made an impression. As a Real Estate Investment Trust, the Spokane, Wash., company is unique. On paper, its integrated interests in resources, wood products and real estate do not seem terribly compelling. However, the business and share price have reached a pivotal […]
This chart shows that there is serious weakness in the employment market. There are several possible causes for the decline... This Employment Picture Looks Grim
by Michael Carr November 23, 2017 Economy, U.S. Economy
This chart shows that there is serious weakness in the employment market. There are several possible causes for the decline...

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