Investments
Saber Capital: End of Mean Reversion?
Aaron Edelheit of Mindset Capital wrote a post about a talk he had with my friend and fellow investor Fred Liu. One of the concepts discussed was the Power Law Distribution. Applied to the market, this means most of the value created comes from a small minority of companies. This is the 80/20 Rule. Baseball […]
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Read MoreBitcoin Breaks $30K, XRP Crashes, Institutional Investors Adopt Crypto
With bitcoin breaking $30k for the first time, cryptocurrency experts provide a commentary on their take about the future of the digital currency. Q3 2020 hedge fund letters, conferences and more A number of crypto market experts have weighed in on what they believe is driving the current bull run, including Ripple’s XRP being removed […]
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Read MoreNYSE decides not to delist Chinese telecom firms after all
The New York Stock Exchange has reversed its decision to delist major Chinese telecom companies. The exchange said after “further consultation with relevant regulatory authorities,” the three Chinese telecom companies will continue to be traded there “at this time.” Q3 2020 hedge fund letters, conferences and more NYSE reverses course on Chinese telecom firms According […]
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Read MoreQualcomm CEO Steve Mollenkopf On His Retirement
CNBC Exclusive: CNBC Transcript: Qualcomm CEO Steve Mollenkopf and Qualcomm President & CEO-Elect Cristiano Amon speak with CNBC’s “Squawk on the Street” today. Q3 2020 hedge fund letters, conferences and more Qualcomm CEO Steve Mollenkopf On His Decision To Retire DAVID FABER: Carl, thank you. Yeah joining us now as we promised is, in […]
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Read MoreSmart Building Opportunities for Printed Sensors
Smart buildings promise automated control of the buildings’ operations, along with integrated technology for human-machine interactions. Such functionality requires multiple sensors, to which printed/flexible electronics are very well suited due to their low weight and thin-film form factor. Indeed, the building of the future may have printed sensors built into the walls, floor, and ceiling […]
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Read MoreMajor Averages Plummet to Start 2021
Quick Update In a quick update to kick off 2021, I wanted to summarize my correct calls, and what I profited on since beginning to publish these updates. While nobody can predict the future, the major calls I am most proud of since writing these letters are calling the short-term downturn in small-cap stocks, adding […]
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Read MoreBitcoin may rally to $146,000 and rival gold if this happens
The bitcoin rally may be losing steam, but one investment bank suggests the cryptocurrency could rival gold and soar to $146,000. The bitcoin price remains above $30,000 for now, driven by institutional and retail demand. However, the bitcoin rally lost steam after the digital currency peaked above $34,000. Q3 2020 hedge fund letters, conferences and […]
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Read MorePioneer ILS Interval Fund returns 7.7% for the year, AuM rises by 11%
The Pioneer ILS Interval Fund, a dedicated insurance-linked securities (ILS) focused mutual investment fund strategy managed by Amundi Pioneer Investment Management, added almost 11% to its total net assets in the last quarter of record, while reporting an impressive 7.7% return for the full-year. More impressive still is the fact that Amundi Pioneer’s flagship dedicated…
Read MoreChange Is Just Beginning: How Leaders Can Focus On Meeting 2021’s Challenges
Business leaders dealt with massive and rapid change in 2020 due to the COVID-19 pandemic, but many small businesses and chain stores didn’t survive. Q3 2020 hedge fund letters, conferences and more As a new year begins amid much economic uncertainty, companies that successfully navigated 2020’s turbulence can’t rest, and they need engaged, forward-thinking business […]
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