Investments
Reversing The Fed Moves?

Fed messaging was rightfully interpreted as dovish – full employment is in effect its single mandate now. Yes, the central bank will tolerate higher inflation, and has prepped the markets for its advent (as if these didn‘t know already). Powell managed to walk the fine line between economic optimism, pushback on the idea of raising […]
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Read MoreBridging The Quantamental Divide: Applications In 2020 And 2021

Quantamental investing is an increasingly popular hybrid approach that combines scientific rigor with discretionary verve. How did the approach prove useful in 2020 and how might it be applied to market themes in 2021? Q4 2020 hedge fund letters, conferences and more It used to be the case that discretionary traders and quants came from […]
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Read MoreRoblox (RBLX): A Comprehensive Cash Flow Analysis

I know you want to buy NYSE:RBLX shares. Everyone does. Your five-year-old nephew who got approved for Level 3 options trading with Robinhood wants some RBLX. Parents who pay thousands a year for RBLX in-app purchases want RBLX shares to hedge their child’s expensive gaming habit. Q4 2020 hedge fund letters, conferences and more Roblox […]
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Read MoreSAFE Banking Act To Be Reintroduced in House of Representatives Today

Bipartisan bill would remove barriers for financial institutions to work with state-legal cannabis businesses Q4 2020 hedge fund letters, conferences and more House passage expected after being approved three times since 2019 SAFE Banking Act Will Be Reintroduced Today WASHINGTON, D.C. – The Secure and Fair Enforcement (SAFE) Banking Act will be reintroduced in the […]
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Read MoreDoJ Investigates Google Over Its Plans To Block Cookies

Alphabet Inc (NASDAQ:GOOGL)’s Google plan to block cookies, a common tool websites use to track users, has drawn the scrutiny of antitrust regulators. Q4 2020 hedge fund letters, conferences and more Citing sources familiar with the matter, Reuters reports that investigators from the U.S. Department of Justice have been talking to executives in the advertising […]
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Read MoreStaying Power

As an investor, you buy shares in companies in order to make a profit. You generate returns through a combination of price appreciation and distributions. Q4 2020 hedge fund letters, conferences and more Holding Stocks For The Long Run In the long-run, equities generate better total returns than almost any other asset class. This chart […]
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Read MoreChubb said looking at $22bn acquisition of Hartford: Report
According to a report published on Bloomberg, global primary insurance carrier and reinsurance company Chubb is looking at significant expansion opportunities, with a potential $22 billion acquisition of the Hartford said to be being explored. Bloomberg said that its sources point towards what would be one of the insurance and reinsurance industry’s largest acquisition deals…
Read MoreCovid and SPACs are accelerants for the industry: Millette, Hudson Structured
The global risk transfer industry is poised for change amid a wave of disruption from numerous sources, a trend accelerated by the impacts of the Covid-19 pandemic and the emergence of SPACs, according to Michael Millette, the Founder and Managing Partner of specialist investment manager Hudson Structured Capital Management. Still relatively new, Special Purpose Acquisition…
Read MoreDan Celia: Federal Reserve Plans to Make Fundamental Change

PHILADELPHIA – Nationally syndicated host and biblical investing authority Dan Celia discusses Jerome Powell‘s comments at the press conference yesterday. Q4 2020 hedge fund letters, conferences and more The Fed Wants To See Real Progress “Jerome Powell spoke at the press conference. He took a lot of questions. Apparently, he sees a much stronger economy […]
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