Latest Insights on GT
Government Spending Is Too High, Too Late to Avoid Recession
December 14, 2017 Economy, U.S. Economy
Lower taxes pull the economy out of recession. However, we’re at the point where we, as consumers and businesses, already gave until it hurts. Chinese Demand Will Send Copper Mining Stocks Higher in 2018
December 12, 2017 Commodities
Mining companies that produce copper and zinc are going to make much more money in 2018 than they did in the last few years. Is Gold a Sign of a Global Financial Crisis?
December 9, 2017 Global Economy
World powers are stocking up on gold ahead of a possible collapse.2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]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 […]