Business
Industrial Metals: The Rally Has Resumed

The expert comment of Carsten Menke, research director of Next Generation at Julius Baer, where you can find information on the rise in prices of industrial metals such as copper and aluminum to new highs. Q4 2020 hedge fund letters, conferences and more Industrial Metals Rise In Price Travel restrictions keep Chinese workers in their […]
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Read MoreWhy I’m Avoiding These “Bottle Rocket” Stocks

Should I be investing? What are the “hot” stocks? How much money do I need? Stephen! HELP! Q4 2020 hedge fund letters, conferences and more My phone’s been lighting up over the past few weeks. Old friends from college who I haven’t talked to in years are texting me about stocks—for the first time ever. […]
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Read MoreEarly Energy Sector Data: Recovery Outlook

The Broad Market Index was up 1.23% last week and 59% of stocks out-performed the index. The annual financial statement update is only just beginning with only 1/4 of the market value of U.S. companies have delivered their 10-K filing to the US Securities and Exchange Commission (SEC). It is still too early to arrive […]
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Read MoreDaily Journal’s Stock Has Crushed The Market [CHART]

Whitney Tilson’s email to investors discussing Munger’s Daily Journal annual meeting livestream February 24; Daily Journal stock; Getting a vaccination appointment in NYC; U.S. pandemic dashboard. Q4 2020 hedge fund letters, conferences and more Munger’s Daily Journal Annual Meeting Livestream 1) For more than 20 years, I’ve been attending the Berkshire Hathaway (BRK-B), Wesco, and […]
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Read MoreSpruce Point Issues “Strong Sell” Opinion On Leidos Holdings

Spruce Point Capital Issues “Strong Sell” Opinion On Leidos Holdings, Inc (NYSE: LDOS) With 35%-60% Downside Risk Q4 2020 hedge fund letters, conferences and more NEW YORK, February 16, 2021 /PRNewswire/ — Spruce Point Capital Management, LLC (“Spruce Point” or “we” or “us”), a New York-based investment management firm that focuses on forensic research and […]
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Read MoreLarge Growth In Green, Social, Sustainable Labels As Municipal Market Embraces ESG

2021 Sustainable Finance Outlook: Large Growth In Green, Social, Sustainable Labels As Municipal Market Embraces ESG Q4 2020 hedge fund letters, conferences and more Key Takeaways We expect the municipal sustainable debt market to grow in 2021, building on momentum and substantial growth in social and sustainability labeled bonds. We estimate municipal green-labeled debt issuance […]
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Read MoreAn Update On Pendrell from Steven Kiel of Arquitos Capital

I mentioned Pendrell (PCOA) in the video and want to provide a brief update and further explanation. The company sponsored a SPAC, Holicity, that recently made an acquisition. This caused the stock price of Holicity to jump to around $20 from around $10.30 before the acquisition. This means the current NAV for Pendrell is about […]
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Read MoreSimon Says

When we were kids, we used to play a game called “Simon says.” Everyone would line up and if the leader said, “Simon says take two steps,” you took two steps forward. If the leader says, “take two steps forward” and you acted on the instruction, you were forced to go back to the starting […]
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Read MoreSpaceX delivers more Starlink satellites but fails to stick the landing

SpaceX has launched another 60 Starlink satellites into orbit, but it failed to land the rocket booster on its return to Earth. The private spaceflight company is planning to launch more satellites on Wednesday. Q4 2020 hedge fund letters, conferences and more SpaceX launches more Starlink satellites SpaceX launched the 60 Starlink satellites from Cape […]
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