Latest Insights on TEAM
Cyberattacks Prove That No One Is Safe
December 14, 2017 Privacy Invasion
Major cyberattacks demonstrate the rising role that cybersecurity companies play in protecting banks and other corporations from hackers. Amazon + Whole Foods? It’s Not Working
December 12, 2017 Stocks
I took plenty of heat back in June when I said the Amazon-Whole Foods merger “would be a surprising setback for the internet giant.” Looks like I was right. Make a 50% Gain on This Trendy IPO
December 8, 2017 Investment Opportunities
Collectibles are a fickle market, especially when mass production and pop culture are involved. But one rapidly growing company is ignoring that lesson.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 […]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: […]