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These Will Be the Big Stories of 2018 January 1, 2018 Investing I’m no Nostradamus, but I'm going to stick my neck out and make a few calls for 2018 based on evidence, logic … and history. Here goes...
Taxpayers Seek Haven on Christmas December 25, 2017 Global Economy Today we are reminded of an old story about taxpayers seeking haven. It comes from Saint Luke the Apostle, with a wish for a very Merry Christmas from all of us at The Sovereign Society.
Amazon + Whole Foods? It’s Not Working December 12, 2017 Stocks I took plenty of heat back in June when I said the Amazon-Whole Foods merger “would be a surprising setback for the internet giant.” Looks like I was right.
This Global Index Is Screaming Higher December 8, 2017 Commodities The Baltic Dry Index, which is a benchmark of shipping rates around the world, hit a four-year high. And that’s great news for natural resources.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 […]





