The Vatican Mandate, SMAs And ESG investing

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Last Friday morning, the Vatican put out communications urging Catholics and the private sector to “progressively and without delay” divest from fossil fuel producers and other entities that perpetuate climate change. The pope called on Catholics to avoid “support for companies harmful to human or social ecology,” such as weapon makers and abortion providers, as […]

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GOP lawmakers warm to idea of a second Coronavirus stimulus check

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Republican lawmakers have been hesitant to commit to sending a second Coronavirus stimulus check to the general public. However, that appears to be changing. Q1 2020 hedge fund letters, conferences and more President Donald Trump grabbed news headlines when he said they would definitely send a second stimulus check and that it would be “generous.” […]

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Wait for next Coronavirus stimulus round is over, hints Mnuchin

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President Donald Trump on Monday shared encouraging news on the second stimulus package. Trump said the next package could come in a couple of weeks. On Tuesday, Treasury Secretary Steven Mnuchin backed it up saying the Trump administration is discussing coronavirus stimulus round 2 and it could be passed in July. Q1 2020 hedge fund […]

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Despite The Navarro-Dip, Oil Price Hits A 12-Week High

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Commenting on the 12-week high oil prices despite Navarro-dip and the today’s trading Gorilla Trades strategis Ken Berman said: Q1 2020 hedge fund letters, conferences and more The major indices are all trading higher at midday as yesterday’s encouraging afternoon rally continued in earnest this morning. The Nasdaq hit a new all-time high in early […]

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New House Sales: Sharp Increase Puts Slowdown Fears Behind?

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Below are comments from RCLCO’s Gregg Logan on the New House Sales numbers that were just released. [reit] Q1 2020 hedge fund letters, conferences and more “The recovery in the new home market continues, as confirmed by the Census Bureau release of the May 2020 sales figures, showing an increase of almost 17% over April […]

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