Latest Insights on BASE
This Global Index Is Screaming Higher
December 8, 2017 Commodities
The Baltic Dry Index, which is a benchmark of shipping rates around the world, hit a four-year high. And that’s great news for natural resources.2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […] Corporate Tax Rate Cuts Will Create Huge Opportunities
December 6, 2017 U.S. Economy
The recent tax bill that was passed lowers the corporate tax rate from 35% to 20%. That will make a huge difference to companies that spend a lot of money.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 […] Inflation Is Staring You in the Face. Are You Prepared?
December 4, 2017 U.S. Economy
The inflation that the Fed has been searching for has shown up in the most unexpected places, and it can’t be ignored any longer.