Business

Many Americans are waiting for coronavirus stimulus check number 2, and the June jobs report caused some to think there won’t be one. However, it sounds like a second round of IRS stimulus checks is still possible. In fact, we might even be able to say that it’s likely. Q1 2020 hedge fund letters, conferences […]

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There are some important dates to watch in the debate over a second round of coronavirus stimulus checks. Lawmakers haven’t officially decided to send more coronavirus stimulus checks. These dates are important ones to market on the calendar if you’re hoping for a second round of checks. Q2 2020 hedge fund letters, conferences and more […]

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Last Thursday, the Financial Times ran a story entitled “ArcelorMittal SA (NYSE:MT) warns that the EU’s carbon goal will cost steelmaker up to €40bn”. The news was somewhat timely given our post that evening outlining our belief that risks due to a transitioning energy economy may be far more systemic than most appreciate. Q2 2020 […]

The post World’s Largest Steel Maker Lays Out Path to Carbon Neutrality appeared first on ValueWalk.

This week we released Shareholder activism in H1 2020 – the definitive statistical report on an unprecedented proxy season. Q2 2020 hedge fund letters, conferences and more Given just how massive and longlasting the impact of the coronavirus pandemic has been, including an end to the longest bull market in history (followed after the briefest […]

The post The M&A Activism Picture Is Not All Rosy appeared first on ValueWalk.

Livermore Partners‘ David Neuhauser discusses that he is expecting an ‘L-shaped’ economic recovery. Q2 2020 hedge fund letters, conferences and more Dear Partners and Friends, Just a quick note as we end Q2 and look to the second half in a year like no other… COVID-19 is proving to be a game changing event for […]

The post Up 68% from lows, David Neuhauser is expecting an ‘L-shaped’ recovery appeared first on ValueWalk.

The last couple of days have been good for those waiting for the next round of stimulus checks. We have already seen optimistic words on the next stimulus round from President Donald Trump and Senate Majority Leader Mitch McConnell. Now Treasury Secretary Steven Mnuchin has backed direct payments as well. More importantly, Mnuchin also hinted […]

The post Who will get coronavirus stimulus checks? Here’s what Mnuchin says appeared first on ValueWalk.

Excerpted with permission of the publisher, Cambridge University Press, from Feeding the People: The Politics of the Potato by Rebecca Earle. Q1 2020 hedge fund letters, conferences and more While Cobbett castigated the potato as a tool of capitalist exploitation, capitalists took a different view. For them, the potato was an obstacle to market discipline, […]

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