Business

Peterson Investment Fund I annual commentary for the year ended December 2020. Q4 2020 hedge fund letters, conferences and more Dear Partner, Investment Results A $1 million investment in Peterson Investment Fund I (PIFI) at inception on October 1, 2011 grew to over $4.2 million on December 31, 2020. This amounts to a cumulative return […]

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Cannabis stocks are rallying today, driven by little news. Tilray popped 14% after opening bell this morning, while Aphria was up 10%. Canopy Growth rose by about 5%, while Cronos gained 4%, and Aurora Cannabis gained more than 7%. Q4 2020 hedge fund letters, conferences and more Cannabis stocks rally with little news The rally […]

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In the first half of 2020, everyone was hearing about the work from home (WFH) start-ups and their likely success, not only during the lockdowns, but also after them. Many of these start-ups have fared well in the last few months, and some, such as Palantir and Zoom, have even been judged to be extremely […]

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Qualivian Investment Partners commentary for the fourth quarter ended December 2020, discussing their holdings in quality compounders. Q4 2020 hedge fund letters, conferences and more I very frequently get the question: “What’s going to change in the next 10 years?’… I almost never get the question: ‘What’s not going to change in the next 10 […]

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Commenting on the stock market leadership change and today’s markets strategist Louis Navellier wrote in a note to investors: Q4 2020 hedge fund letters, conferences and more The ISM Manufacturing Index Will Likely Stay Strong In The Upcoming Months The ISM manufacturing index has risen for nine straight months and the details within the most recent […]

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Stanphyl Capital commentary for the month ended February 2021, disucssing that myriad exogenous events can pop this market. Friends and Fellow Investors: Stanphyl Capital Performance For February 2021 the fund was up 12.8% net of all fees and expenses. By way of comparison, the S&P 500 was up 2.8% while the Russell 2000 was up […]

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We all have an idea of the richest countries in the world, but the same can’t be said when it comes to the poorest countries. There is no precise measure defining how poor a country is. However, GDP per capita is regarded as the best indicator showing how poor or wealthy countries are in relation […]

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A senior manager at Amazon Web Services has sued the company, alleging racial and gender discrimination and sexual harassment. Charlotte Newman filed the lawsuit on Monday in Washington, D.C. She claims the discrimination has been happening at Amazon for years. Q4 2020 hedge fund letters, conferences and more Amazon sued for discrimination Newman, who is […]

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Part of Jim Greco’s meme tweet mocking haters of Cathie Wood, portfolio manager of the Ark Innovation ETF (ARKK). The Tesla-Bitcoin-Ark Risk Cluster On Monday, ZeroHedge posted Saxo Bank equity strategist Peter Garnry’s note on the “Tesla-Bitcoin-Ark risk cluster. Garnry warned downside risk posted by the increasing correlation of Bitcoin and Tesla (TSLA), combined with […]

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