Latest Insights on LDI
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. Play This Miracle on Main Street
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. Is Gold a Sign of a Global Financial Crisis?
December 9, 2017 Global Economy
World powers are stocking up on gold ahead of a possible collapse. Businesses Are Parking Cash Until Trump’s Tax Reform is Announced
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
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 […]