Business
Upswing Challenge Is Likely, But Won’t Derail the Stock Bull Run

The S&P 500 closed farther from the early June highs than the day before. The bull is telling us it wants to run, now that it’s becoming apparent that the bears are out of breath since their mid-July tech ambush. Q2 2020 hedge fund letters, conferences and more The month’s end is approaching, and so […]
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Read MoreAll agree on coronavirus stimulus checks, details need to be worked out

Almost everyone now agrees that the next round of stimulus package should include stimulus checks. Senate Majority Leader Mitch McConnell has already confirmed that their stimulus proposal would consist of stimulus checks. And, we already know that the Democrats’ proposal for the next stimulus package – HEROES Act – includes $1,200 stimulus checks. Even though […]
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Read MoreS&P 500 (INDEXSP: .INX): Bubble territory, earnings and how to buy

The S&P 500 (INDEXSP: .INX) is now back in bull territory. The index is currently at 3,270.92 as of late trading on July 22nd 2020. The return is only 1.37% YTD due to a big drop earlier in the year. Of late, markets including the S&P500 have been rallying with the index up an impressive […]
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Read MoreTop Investors Pick Gan, Cambria Automobiles And More

The following is an excerpt from the Hidden Value Stocks Q2 2020 Issue, discussing Christian Olesen’s stock pick Cambria Automobiles, Logos LP’s stake in Gan PLC and Stanphyl Capital’s deep value positions. Welcome to the June 2020 (Q2) issue of Hidden Value Stocks. In this issue, we have our usual two interviews as well as […]
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Read MoreTruth In The Phucomol TikTok Spoof: A Behavioral Perspective

The hilarious viral TikTok video, promoting a non-existent antidepressant named Phucomol, reveals a truth about serotonin reuptake inhibitors. Q2 2020 hedge fund letters, conferences and more As Gilda Radner said, “Humor is just truth, only faster.” How Serotonin Affects The Human Body Serotonin is the neurochemical that regulates our self-esteem. Not just us, every animal. […]
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Read More2Q Indicator Details a Struggling Middle Market

Despite falling growth, hiring and investment, quarterly report shows signs of a cautious approach to recovery Q2 2020 hedge fund letters, conferences and more The Middle Market’s Performance COLUMBUS, OHIO — The U.S. economy has been upended since the COVID-19 pandemic was officially declared in March 2020. And while the middle market has suffered declining […]
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Read MoreCoronavirus stimulus checks almost confirmed: who may be eligible

Democrats and Republicans disagree on a lot of points when it comes to what the next relief package should include. Fortunately, the stimulus check is not one of them. Democrats have long been calling for another round of stimulus checks, but now Senate Majority Leader Mitch McConnell has confirmed that their coronavirus relief proposal will […]
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Read MoreBill Ackman On SPAC Structure And Hedging

CNBC excerpts: First on CNBC: Pershing Square Capital Management CEO Bill Ackman speaks with CNBC’s “Squawk Box” today, discussing SPAC structure and hedging. Q2 2020 hedge fund letters, conferences and more Following are excerpts from the unofficial transcript of a FIRST ON CNBC interview with Bill Ackman, Pershing Square Capital Management CEO, on CNBC’s […]
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Read MoreThe Lessons From The Implosion Of Wirecard AG

Whitney Tilson’s email to investors discussing Wirecard AG (ETR:WDI) demonstrates the critical role played by activist short sellers; how Germany’s SEC dismissed a decade of warnings about Wirecard; Germany’s long, lonely campaign: battling Wirecard’s short sellers; step 3 of cultivating mentors. Q2 2020 hedge fund letters, conferences and more Wirecard AG Demonstrates The Critical Role […]
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