Latest Insights on AWR
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 […] Stopping the Cybersecurity ‘Spiral of Death’
October 31, 2017 Investment Opportunities
We can learn plenty about where the cybersecurity world is headed by following a lesson from history: More automation. Fewer people. Fewer problems. Amazon Just ‘Jumped the Shark’
June 20, 2017 Investment Opportunities
Amazon’s purchase of Whole Foods will be a surprising setback for the Internet giant and, quite likely, the high-water mark for its stock market valuation. Third World Employment Is Here
January 9, 2017 U.S. Economy
A new study says that 94% of the 10 million jobs created after 2008 were temp positions. That’s 10 million jobs with no security and little future … it’s a recipe for disaster. The $3.7 Trillion Municipal-Bond Market Just Isn’t That “Liquid”
May 10, 2016 Bonds
The Fed is allowing big banks to treat municipal bonds as safe, high-quality assets for emergency reserves. But once you’ve read up on Ramapo, New York, “safe” no longer comes to mind.