Latest Insights on EGIO
The Energy Revolution Is Coming Soon to This Unlikely Destination
December 26, 2017 Global Economy
The U.S. now has more than 550 megawatts of “virtual power plants” hooked up. And the next country ready to join the energy storage parade may surprise you. The Tax Bill Winners
December 20, 2017 U.S. Economy
The reason the stock market cares about the tax bill so much is because this reform would cut corporate taxes almost in half. At least, for some companies. Boeing Stock Bigger Than Apple
December 15, 2017 Investment Opportunities
For the Dow, which component did you have pegged as the top gainer? For many, it was likely Apple. But as you can tell from the title, that’s not the case.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 […] This Is Tesla’s Real Business (It Isn’t Sports Cars)
December 5, 2017 Global Economy
I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.