Business
FOMC Minutes Disappoint Gold Bulls
The recent FOMC minutes are hawkish and negative for the price of gold, but the Fed will remain generally dovish for some time. Q4 2020 hedge fund letters, conferences and more The Recent FOMC Minutes Are Bad For Gold Last week, the Federal Open Market Committee (FOMC) published minutes from its last meeting in January […]
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Read MoreFlorida Real Estate Market: Pandemic Triggers Mass Exodus
The Florida Real Estate Market sees an unprecedented growth in the wake of the pandemic. Q4 2020 hedge fund letters, conferences and more Prolonged Isolation Is Making Florida Real Estate Market Attractive Prolonged isolation due to COVID-19 is creating a growing desire among those living in dense urban areas to seek living spaces that provide […]
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Read MoreMachines that Integrate to Get the Job Done
Zagar supplies the workholding equipment and drilling and tapping machines that integrate to get the job done.
Read MoreSales Are UP But Don’t Trust the Bottom Line
The Broad Market Index was down 0.71% last week and 58% of stocks out-performed the index. Q4 2020 hedge fund letters, conferences and more With less than half of US companies reporting their recent SEC financial statement update it is still too early to calculate a broad market average. What we see so far is […]
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Read MoreProperty Industry Reaction To Lockdown Easing
The property industry comments on today’s announcement on the easing of lockdown restrictions. [REIT] Q4 2020 hedge fund letters, conferences and more The Imapct Of Lockdown Easing On The Property Market Director of Benham and Reeves, Marc von Grundherr, commented: “We now have a clear view of when we can expect normality to return and […]
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Read MoreMusk’s Ex-Chief Engineer Creates Lucid Motors To Beat Tesla
Whitney Tilson’s email to investors discussing the man who abandoned value; story of Elon Musk in his darkest moments; evaluating Tesla’s price changes on Model 3 / Model Y; Lucid Motors; quality issues threaten Tesla dominance in China. Q4 2020 hedge fund letters, conferences and more The Man Who Abandoned Value 1) 13 months ago, […]
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Read MoreTesla may have made $1B on its bitcoin investment: analyst
Tesla CEO Elon Musk said the automaker’s bitcoin investment was “less dumb” than holding cash, and it has already paid off. An analyst estimates that Tesla has already raked in approximately $1 billion in profit on its bitcoin investment due to the cryptocurrency’s soaring price. Q4 2020 hedge fund letters, conferences and more Analyst estimates […]
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Read MoreSportradar, Sports Betting’s Google? Odds-On-Favorite: Place Your Bets
Perhaps the most unknown yet important potential SPAC since Q2 2020 is the much anticipated public market launch of Sportradar, arguably the most influential sports data/analytics firm in existence globally. Indications are that COVID-19 propelled demand boom coupled with a tax-grab via sport betting legalization in key jurisdictions could lead to valuations as high as […]
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Read MoreADW Capital Partners Up 119% In 2020; Long CDON AB [2020 Letter]
ADW Capital Partners commentary for the fourth quarter ended December 2020, discussing their new position in CDON AB. Q4 2020 hedge fund letters, conferences and more Dear Partners, Please find attached our results for the 4th quarter of 2020 and our 40th quarter since inception. At the risk of sounding like a broken record, we […]
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