Business

After what happened last week with beaten-down stocks such as GameStop (GME) and AMC (AMC), there are indeed signs of a bubble forming in the market. While these stocks don’t necessarily reflect the broader market, I have been calling a downturn for weeks. Q4 2020 hedge fund letters, conferences and more The Risk Of Complacency […]

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Earnings are coming out – and stocks like Mircosoft, with its gaming and cloud markets soaring, may be worth watching again, according to Colleen MacPherson, CFA, Portfolio Manager and Director of Research at Penobscot Investment Management. As a commentator on the market, Colleen discusses earnings, tech stocks that have revived themselves, and more. And, of […]

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Brand Value of World’s Largest Banks Contracts for Second Year Running but Reputation Redemption Could Signal Road to Recovery in Pandemic Aftermath Q4 2020 hedge fund letters, conferences and more Bank of America Reclaims Title of Most Valuable US Banking Brand for First Time in 10 Years World’s most valuable banking brands suffer severe decline […]

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Reddit users are targeting more than GameStop, AMC and certain other stocks; they’ve added silver to their campaign. Silver futures jumped by as much as 13% this morning, reaching their highest levels in eight years after Reddit users continued to push into the precious metals market. Q4 2020 hedge fund letters, conferences and more Reddit […]

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At the start of 2021, there were only 6,724 third party collection agencies left in the United States. By contrast, there were over 9,000 in 2011. There has been a steady decline in firms, since 2011 and a larger decline between 2016-2019. Much of the decline is due to mergers and acquisitions, but Covid-19 is […]

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This week, everyone is closely following the GameStop and AMC massive stock rally. Not everyone understands this David and Goliath situation, however. Basically, this is a loosely organized attack by individual retail investors, for the most part, on Wall Street. As a result, we are currently witnessing Occupy Wall Street 2.0. According to the subreddit […]

The post Reddit & Occupy Wall Street 2.0, Silver Bullion is Next appeared first on ValueWalk.

Avenir Global Fund commentary for the fourth quarter ended December 30, 2020. [soros] Q4 2020 hedge fund letters, conferences and more Dear Partner The Avenir Global Fund (the “Fund”) generated a return of 13.9% for the December 2020 quarter, more than double the 6.5% return for the MSCI ACWI index (AUD). This brings the past […]

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Commenting on the controversial short squeeze triggering a profit-taking event and today’s trading Gorilla Trades strategist Ken Berman said: Q4 2020 hedge fund letters, conferences and more The Controversial Short Squeeze Triggered A Profit-Taking Event Stocks entered a volatile pullback this week, following a long period of relatively quiet trading on Wall Street, with the […]

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This comment on Melvin Capital was submitted by a smart colleague of ours who wishes to remain anonymous. I’ve been doing some reading, and Melvin Capital’s ADV showed $11 billion in regulatory capital, while its SEC filings show 80 long positions with a market value of $20 million. That looks to me like a 160% […]

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