Latest Insights on RH
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: […] What Amazon’s Coming Fight Could Mean for Your Portfolio
November 30, 2017 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. 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. Thanksgiving and Its True Meaning
November 23, 2017 Trending
Despite our problems, we in America have much for which to be grateful. Thanksgiving reminds us that there always is hope that life can be better.