Business
HEALS Act: This is what GOP’s coronavirus stimulus proposes

As was expected, the Senate Republicans formally introduced their coronavirus stimulus proposal on Monday. The GOP’s roughly $1 trillion coronavirus stimulus check proposal, called the HEALS Act (Health, Economic Assistance, Liability Protection and Schools), included everything that was expected. Q2 2020 hedge fund letters, conferences and more Coronavirus stimulus checks under HEALS Act GOP’s HEALS […]
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Read MoreThe Rise of ESG in Passive Investments

US SIF Foundation Releases Report on the Rise of ESG in Passive Investments Q2 2020 hedge fund letters, conferences and more Washington, DC, July 28, 2020 – The US SIF Foundation today released The Rise of ESG in Passive Investments, a report that explores the growth of passive ESG (environmental, social and governance) investing and the debate on […]
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Read MoreCares Act May Interrupt Widespread Consolidation

The Broad Market Index was down 0.27% last week and 55% of stocks out-performed the index. Q2 2020 hedge fund letters, conferences and more During this week’s small SEC filing update, we are reminded of the importance of a rising gross profit margin. This indicates that the company is achieving increases in prices of their […]
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Read MoreCoronavirus stimulus: Senate proposes HEALS Act, what now?

The much-awaited GOP coronavirus stimulus bill has now finally been announced. Senate Majority Leader Mitch McConnell, on Monday, introduced the GOP’s coronavirus stimulus checks and aid bill, called the HEALS Act (Health, Economic Assistance, Liability Protection and Schools Act). The bill marks the opening bid in negotiations for the next coronavirus stimulus package. Q2 2020 […]
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Read MoreMaking Sense of the Short-Term S&P 500 Chop

Even after yesterday’s rebound, the S&P 500 keeps trading merely at the early June highs. Is this just a reflexive rebound before the stock upswing rolls over to the downside? I don’t think so, and in today’s analysis will make the case why another leg higher is still more likely than seeing stocks plunge. Q2 […]
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Read MoreHEALS Act: who qualifies for coronavirus stimulus checks?

Senate Republicans, on Monday, finally unveiled their coronavirus stimulus proposal. The bill, referred to as the HEALS Act, proposes almost everything that was expected, including coronavirus stimulus checks. Though the proposed stimulus checks follow the same criteria as the CARES Act, it is much clearer on who will qualify for the checks. Q2 2020 hedge […]
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Read MoreLean Manufacturing Today
Waste is anything that customers don’t value, and won’t pay for. Today there is a shift in valuation, shining a new light on lean manufacturing and elimination of waste.
Read MorePolestar 2 Autos Pose Serious Challenge To Tesla?

Whitney Tilson’s email to investors discussing Tesla owner comments; More info on Polestar 2; How Tesla defined a new era for the global auto industry; Tesla’s stock price discounts temporal wormhole into the future. Q2 2020 hedge fund letters, conferences and more Tesla Owner Comments 1) My friend at Stansberry Research, Jared Kelly, loves his […]
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Read MoreFarnam Street July 2020 Commentary: Deep Risk

Farnam Street Investments commentary for the month of July 2020, discussing William J. Bernstein’s book called Deep Risk and which is safer, stocks or bonds? Q2 2020 hedge fund letters, conferences and more Deep Risk The inhabitant of any city could order on his phone, sipping his morning coffee in bed, the various products of […]
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