Latest Insights on XLI
October Has Been the Worst Month Since 2008 October 31, 2018 Stocks
October 2018 has been a historically bad month for stocks. But despite this sell-off, I’m not convinced that we’re headed for another 2008 anytime soon.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 […]
Outperform the Market May 1, 2017 Trading Strategies
In February, I wrote an article called “Beating the Average” that showed you how to do just that — beat the average. Today, we are going to see how we did.
The Infrastructure Apocalypse? Don’t Panic March 3, 2017 Investment Opportunities
To remedy our obsolete roads, bridges and dams, President Donald Trump has promised to spend $1 trillion to improve America’s crumbling infrastructure.






