Investments
Broyhill Asset Management November 2020 Commentary: Value Returns
Broyhill Asset Management commentary for the month ended November 2020, discussing the rally in value stocks in November. Q3 2020 hedge fund letters, conferences and more As the opportunities to add value increase so does the personal risk, the career risk and the business risk, until finally there will be incredible opportunities to make money… […]
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Read MoreThe Last-Ditch Brexit Talks Drag Global Stocks Down
Commenting on the last-ditch Brexit talks and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more Downbeat Reports About The Last-Ditch Brexit Talks The major indices are all trading lower at midday as stocks turned south again overnight following yesterday’s weak bounce on Wall Street. Global stocks got […]
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Read MoreA Silver Lining In Difficult Times
2020 has been a challenging year. We ache for some peace and comfort. Christmas is right before the door, but that can be a challenge as well. Trips to the mall are not without risk and for many, this year had its economic challenges as well. Why not in times like these preserve the wealth […]
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Read MoreDel Principe O’Brien Financial Advisors October 2020 Commentary
Del Principe O’Brien Financial Advisors commentary for the month ended October 2020, discussing their portfolio holdings and their recent investment in Intercontinental Exchange. Q3 2020 hedge fund letters, conferences and more Dear Fellow Investors, “Just keep in mind: the more we value things outside our control, the less control we have.” – Epictetus In times […]
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Read MorePPP loans flowed to businesses in wealthy neighborhoods
PPP data shows loans flowed mostly to businesses in wealthy neighborhoods Q3 2020 hedge fund letters, conferences and more The government’s flawed COVID relief program underscored the need for equity in small business financing, and for stronger enforcement of fair lending laws. A note for journalists: NCRC is making available geocoded PPP data to its […]
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Read MoreLloyd’s ILS structure to be about capital provision through Members
The impending insurance-linked securities (ILS) structure that is being developed by the Lloyd’s of London insurance and reinsurance marketplace will be about capital provision through Lloyd’s members, so investors will benefit from a new web-based platform for managing their asset allocations to the marketplace. In a briefing today, Lloyd’s CFO Burkhard Keese presented the newly…
Read MoreTesla Like Qualcomm In 1999, Musk Moves To Texas
Whitney Tilson’s email to investors discussing Tesla Inc (NASDAQ:TSLA) like Qualcomm, Inc. (NASDAQ:QCOM) in 1999; Doug Kass predicted Tesla’s capital raise; Tesla is watching its stock price too; Elon Musk moves to Texas, takes jab at Silicon Valley; funny tweet. Q3 2020 hedge fund letters, conferences and more Tesla Like Qualcomm In 1999 1) The […]
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Read MoreApple Is Working On Cellular Modems To Replace Qualcomm
Apple is reportedly working on its own cellular modem for its devices. According to Bloomberg, Johny Srouji, the company’s senior vice president of hardware technologies, made the announcement to Apple employees during a town hall meeting on Thursday. Q3 2020 hedge fund letters, conferences and more Apple is working on cellular modems Sources told Bloomberg […]
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Read More2020 US wildfire industry loss estimate lifted to $7bn – $13bn by RMS
The estimated insurance and reinsurance market loss from wildfires that have affected largely the western United States in 2020 is now estimated to be some two-thirds higher, as catastrophe risk modeller RMS has lifted its loss estimate range to $7 billion and $13 billion. Previously, RMS had estimated the industry loss from wildfires in the…
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