Tech Sector Struggles, Tesla Rebounds

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Commenting on the struggling tech sector and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more Tech Sector Struggles Today’s choppy session left a lot of questions open with regards to the short-term trend on Wall Street.  While the Russell’s new all-time high and the rally in cyclicals […]

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Event-Driven Monitor

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Dear Friends, Over the years, I have frequently traded Event-Driven situations, dozens of which I have profitably profiled on this site. As value investing has stopped “working,” I have spent an increasing amount of my time focused on these situations, especially as the influx of retail day-traders and the growth of passive investing has led […]

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The Pandemic Impact on Manufacturing in 2021

/> Pandemic Impact on Manufacturing[/caption] Zagar Inc. congratulates many manufacturers for not only surviving the impact of the 2020 pandemic, but for actually thriving in it. There may be reason for optimism in 2021. In a recent predictive article, Forbes states manufacturers and distribution companies noted growth, however modest, during the 2020 pandemic. In the…

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Throwing Caution

Throwing Caution

Dear fellow investors, Q3 2020 hedge fund letters, conferences and more The Investing Public Is Tied Up In A Frenzy As we begin 2021, the investing public is tied up in a “frenzy,” to quote Charlie Munger from a recent interview. This “frenzy” can be captured a couple ways. Whether by the investment banking activities […]

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