Business

Think of a company’s stock market capitalization as the present value of investor expected future cash flows. There are two ways this number can rise or fall. The first is related to the numerator, expected cash flows. For instance, expected cash flows can change when news arrives that affects investor expectations regarding the outlook for […]

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The latest advice for hog traders from John Payne, Senior Futures & Options Broker with Daniels Trading in Chicago, from his newsletter The Swine Times. Q4 2020 hedge fund letters, conferences and more Current Positions “It sounds like packers are rotating their weekend slaughter schedules in order to allow time for their employees to get […]

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Logos LP commentary for the month of March 2021, discussing the nature of long-term shareholding. Q4 2020 hedge fund letters, conferences and more The Rotation Into Cyclical Stocks The Dow Jones Industrial Average jumped to another record high on Friday as reopening optimism continued to encourage the rotation into cyclical stocks. Meanwhile, surging bond yields […]

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Ray Dalio’s latest research on bonds, and why in his view, “the economics of owning bonds has become stupid.” The piece explains that if you buy bonds in many developed economies today, including the US, Europe, and Japan, you will be guaranteed to have less buying power in the future due to inflation. Q4 2020 […]

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Commenting on this morning’s Volkswagon Power Day market strategist Louis Navellier wrote in a note to investors: Q4 2020 hedge fund letters, conferences and more Money Is Fleeing Tesla Overall, money is fleeing Tesla (TSLA) as serious competition emerges and the new EV winners are Volkswagon (VWAGY), QuantumScape (QS), NIO Limited (NIO), Ford (F) and General Motors […]

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As full-year earnings for all the companies in our PE stock tracker app are now available, we see that most of the companies in our Big Tech index have increased their turnover and profits in 2020, despite the mass unemployment and economic turmoil seen by many regular people and small businesses last year. Real economy […]

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Now that stocks closed at new all time highs, the correction is officially over. And what little rest stock bulls could claim last week, arrived on Friday. Yet, the bull is strong enough to defend the 3,900 zone, and charge higher the same day. Q4 2020 hedge fund letters, conferences and more Who could be […]

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Tesla has given CEO Elon Musk a new title: “Technoking.” A filing with the Securities and Exchange Commission revealed Tesla’s new title for Musk and a new title for the chief financial officer. CFO Zach Kirkhorn has been named “Master of Coin.” Q4 2020 hedge fund letters, conferences and more Elon Musk named Technoking of […]

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As Bitcoin hits all-time price highs, regulation must now become a major priority for financial watchdogs, affirms the CEO of one of the world’s largest independent financial advisory organizations. Q4 2020 hedge fund letters, conferences and more The Price Of Bitcoin Hit A New Record High The call-to-action from Nigel Green, chief executive and founder […]

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