Business

Boeing Benefits From A Busy News Week Last week was quite a news cycle. Some pundits construed the chaos in the capitol the week before as a coup, and the corporate establishment struck back. National Guardsmen were brought into Washington D.C. by the thousands. By the weekend, newly highlighted footage of the Viking helmeted Capitol intruder […]

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Last night, a buddy texted me. (I’m going to paraphrase a bit as this is a family site) Q3 2020 hedge fund letters, conferences and more FRIEND: Kuppy, you won’t believe what those assholes did!! ME: Wait!! What?? Who?? FRIEND: They robbed us!! ME: Who?? FRIEND: Read that press release from AT… ME: Holy Shit!! […]

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Using the three pillars of knowledge, quality and scarcity, Richard Rooney reflects on the lessons that can be gleaned from an unprecedented year, and how Burgundy will position itself for the year ahead. Q3 2020 hedge fund letters, conferences and more I recently had the privilege of speaking with a long-time Burgundy client who has […]

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Hurray! The disastrous year of 2020, which brought about the COVID-19 pandemic , the Great Lockdown , and the economic crisis , is over! Now, the question is what will 2021 be like – both for the U.S. economy and the gold prices. Q3 2020 hedge fund letters, conferences and more Important Economic Trends To […]

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Tesla stock ticked higher after a price target increase from analysts at Wedbush. However, Wedbush analyst Daniel Ives maintained his Neutral rating on Tesla stock despite the price target increase. His new bullish scenario target stands at $1,250, a 25% increase. Q3 2020 hedge fund letters, conferences and more Tesla stock rises after Wedbush price […]

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Sage Advisory Services market review for the fourth quarter ended December 2020, discussing what contributed to and detracted from performance for the Sage Tactical ETF Strategies. Q3 2020 hedge fund letters, conferences and more Sage Tactical ETF Strategies: Equity Allocation What Helped: U.S. Small Cap U.S. Cyclical Industries International Equities U.S. Value What Hurt: None […]

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Silver Ring Value Partners letter to investors for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners: Happy New Year! I hope that you are staying healthy and safe. 2020 was a good year for the partnership, even though it was a hard year for all of […]

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Last week, the Bitcoin price rose 40%, which helped push the cryptos market past the $1 trillion market cap. Within the past 12 months, Bitcoin surged about 400%. Social Capital’s Chamath Palihapitiya indicated that Bitcoin could reach $100,000 and further over the course of the next 5-10 years. Because of this success, crypto investors should […]

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MPE Capital letter to investors for the year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more MPE Capital Performance For the year ended December 31st, 2020, MPE Capital generated net returns of 25.1% for nonqualified clients and 23.5% for qualified clients. For comparison, the S&P 500 TR gained 18.4% during that […]

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