Latest Insights on SEAT
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: […]
What Amazon’s Coming Fight Could Mean for Your Portfolio November 30, 2017 Economy, Government & Politics An awfully big antitrust trend is already in the works for Big Tech - and investors should beware of what an Amazon Antitrust fight could mean for you.
This Black Friday, I’m Shopping at Amazon.com November 24, 2017 Investing, Stocks Thanks to Amazon.com, I can do all my holiday shopping in my pajamas while eating leftovers and drinking a holiday stout.
The Hot New Tech Industry You’ve Never Heard Of November 16, 2017 Investment Opportunities There are 80 new tech companies whose products and services are finding their way into compliance-heavy industries in need of a boost to profits.MEET OUR EXPERTS
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