Latest Insights on ESPO
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 […]
The Metal Leading the Next Rally November 30, 2017 Uncategorized Energy metals were on a wild tear until September. Then they flattened out. But now they’re perking up again, and cobalt is leading the way. Heck, cobalt just broke out to a five-year high! Looking at this chart, you can see that cobalt is up a stunning 190% since January 2016. That’s head and shoulders […]
Fans of Cybersecurity Investing: Investment Agencies & Retirement Funds November 28, 2017 Investment Opportunities Cybersecurity is about to become an even bigger consideration for nearly every firm that handles investment dollars for clients…European Union crumbling on three fronts! How it will impact your investments November 27, 2017 Uncategorized We’ve warned you in our newsletters, flash alerts, special reports and video briefings. We’ve been telling you all along that the EU was going to crumble. Heck, just in the past fortnight, I’ve released a series of five video briefings — not only to warn you of the investment consequences, but also to show you how to […]
In the Mailbag: Your Thoughts on Amazon’s In-House Delivery November 25, 2017 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.





