Latest Insights on MAS
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 […]
China’s World Reserve Currency in a World of Its Own December 1, 2017 Natural Resource Investor Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […]
The Way Master Limited Partnerships Can Earn You Huge Dividends December 1, 2017 Investing, Oil, Stocks There is a disconnect between the market and a major source of dividend income for investors — MLPs, or master limited partnerships.Sell DSLV and SDS; Then Add Three New Positions November 29, 2017 Pivotal Point Trader We added Potlatch Corp. (PCH) to the Pivotal Point portfolio two weeks ago. And it has already made an impression. As a Real Estate Investment Trust, the Spokane, Wash., company is unique. On paper, its integrated interests in resources, wood products and real estate do not seem terribly compelling. However, the business and share price have reached a pivotal […]
European Union crumbling on three fronts! How it will impact your investments November 27, 2017 Uncategorized We’ve warned you in our newsletters, flash alerts, special reports and video briefings. We’ve been telling you all along that the EU was going to crumble. Heck, just in the past fortnight, I’ve released a series of five video briefings — not only to warn you of the investment consequences, but also to show you how to […]





