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Latest Insights on LDI

Amazon + Whole Foods? It’s Not Working
by Jeff Yastine 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.
Corporate tax cuts would give retail companies the wherewithal to make competitive investments in innovation. Let’s look at the math to prove it. Play This Miracle on Main Street
by Ted Bauman December 11, 2017 Stocks
The new tax plan promises to breathe fresh life into a sector that most investors have already written off as dead.
global financial crisis Is Gold a Sign of a Global Financial Crisis?
by Jessica Cohn December 9, 2017 Global Economy
World powers are stocking up on gold ahead of a possible collapse.
Talk of tax reform leaves businesses waiting on the investment sidelines until they know exactly what will happen. This could lead to triple digit gains. Businesses Are Parking Cash Until Trump’s Tax Reform is Announced
by Michael Carr December 7, 2017 U.S. Economy
Talk of tax reform created uncertainty. Businesses make money by waiting to see if tax rules change next year, or in 2019 under the Senate’s plan.
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 […]

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