Latest Insights on RIDE
With Immigration, Compassion Must Prevail
January 16, 2018 Government & Politics
President Donald Trump may not realize it, but he may be afflicted with an inherent belief in “othering," a sort of logic that dehumanizes or devalues opposed people. Natural Gas Is Rallying … but Don’t Buy It Yet
January 5, 2018 Commodities
The cold snap has a lot of investors focusing on natural gas prices again, and whether or not to buy the rally the price has experienced over the last few weeks. Businesses Are Parking Cash Until Trump’s Tax Reform is Announced
December 7, 2017 U.S. Economy
Talk of tax reform created uncertainty. Businesses make money by waiting to see if tax rules change next year, or in 2019 under the Senate’s plan.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 […]Automation and the Rise of Robots
November 24, 2017 Disruptors and Dominators
How often do you get out of your car and go inside a bank to talk to a teller? I’ll venture a guess and say, not often at all. And of course, that’s because of Automated Teller Machines, or ATMs. ATMs were first introduced by Chemical Bank in 1969. And they are now completely ingrained […]