Latest Insights on TERN
Corporate Tax Rate Cuts Will Create Huge Opportunities 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 […]
In Times of Disunity, Remember Pearl Harbor December 5, 2017 Government & Politics
What force galvanized that unique American unity that, with our allies, combined to defeat the Japanese and Nazi aggressors?
Are the “Good Ol’ Days” of the Yield Curve Ever Coming Back? There is one important thing we all depend on that won’t be nearly as good as it was in the “good ol’ days” anytime soon. That's the yield curve.China’s World Reserve Currency in a World of Its Own
December 1, 2017 Natural Resource Investor
Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […]MEET OUR EXPERTS
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