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Latest Insights on NGM

A Lopsided Stock Market — Worse Than the 2000 Crash? (4-minute read) Five stocks are propping up the S&P 500 right now. The rest of the index is trailing. This isn’t a good sign.
This visionary is bankrolling the next wave of Silicon Valley startups and driving up valuations throughout the entire tech space. Tech Kingmaker Masayoshi Son Leads the Way to Startup Riches This visionary is bankrolling the next wave of Silicon Valley startups and driving up valuations throughout the entire tech space.
In a post on December 26, I said 2019 “will be the year U.S. investors return to emerging-market stocks in a big way.” That hasn’t happened — yet. 3 Reasons Emerging Markets Will Crush U.S. Stocks In a post on December 26, I said 2019 “will be the year U.S. investors return to emerging-market stocks in a big way.” That hasn’t happened — yet.
An Update on Third Point Reinsurance
by Optin 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 […]
Gold Mining Dividends: Gold’s Best-Kept Secret Gold’s Best-Kept Secret
by Jeff Yastine September 6, 2016 Gold
A year ago, mining companies were in the midst of the “Great Dividend Cut.” But dividends are back, and that’s good news not just for stock investors, but for gold prices as well.

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