Latest Insights on TERN
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? December 4, 2017 Bonds, Investing 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: […]
What Amazon’s Coming Fight Could Mean for Your Portfolio November 30, 2017 Economy, Government & Politics 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.





