Latest Insights on NGM
3 Reasons Emerging Markets Will Crush U.S. Stocks July 2, 2019 Global Economy, Investment Opportunities, Winning Investor Daily
In a post on December 26, I said 2019 “will be the year U.S. investors return to emerging-market stocks in a big way.” That hasn’t happened — yet. 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 […]
Gold’s Best-Kept Secret September 6, 2016 Gold
A year ago, mining companies were in the midst of the “Great Dividend Cut.” But dividends are back, and that’s good news not just for stock investors, but for gold prices as well.






