Latest Insights on RH

2018 Commodity Forecast: Time to Love the Hated? December 8, 2017 by Optin 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 by Optin 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 […]
China’s World Reserve Currency in a World of Its Own December 1, 2017 by Optin 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: […]
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. What Amazon’s Coming Fight Could Mean for Your Portfolio November 30, 2017 by Jeff Yastine 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.
What did your readers have to say about Amazon Key, the company's new In-House Delivery service? Find out in our latest mailbag round up. In the Mailbag: Your Thoughts on Amazon’s In-House Delivery November 25, 2017 by Jessica Cohn U.S. Economy What did your readers have to say about Amazon Key, the company's new In-House Delivery service? Find out in our latest mailbag round up.

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