Latest Insights on BJ
With Immigration, Compassion Must Prevail
January 16, 2018 Government & Politics
President Donald Trump may not realize it, but he may be afflicted with an inherent belief in “othering," a sort of logic that dehumanizes or devalues opposed people. How to Cash In on Emerging Markets with ETFs & Boost Your Portfolio
January 8, 2018 Investment Opportunities
These investments would have earned you a whopping 70% more than the S&P 500 … and I’m convinced they’re going to beat that performance in 2018. Like All Bubbles, This One Will End Badly
December 27, 2017 Bonds
Crashes always seem to come out of nowhere. But, in hindsight, we realize that all the elements for a crash were in place months before prices fell.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 […]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 […]