Investments
Coronavirus stimulus checks: Can Pelosi, McConnell, Trump, Biden reach a deal in lame-duck?

The lame-duck session started on Monday, but it is not yet clear if we will get another stimulus package before the end of the year or not. Post-election, many things have changed, and this will have a bearing on whether or not lawmakers can come up with a coronavirus stimulus package and checks in the […]
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Read MoreTwo Big Conclusions About The Coronavirus Pandemic

Whitney Tilson’s email to investors discussing the two big conclusions about the coronavirus pandemic. Q3 2020 hedge fund letters, conferences and more Coronavirus Pandemic: Two Big Conclusions Below I will show data to support two big conclusions about the coronavirus pandemic: 1) The current wave of the pandemic is likely to be somewhat worse than […]
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Read MoreSigns Of Discrimination In PPP Lending By Banks

More Tests And More Signs Of Discrimination In PPP Lending By Banks Q3 2020 hedge fund letters, conferences and more Discrimination In The PPP Bank Loan Application Process Despite published evidence and widespread media coverage of discrimination in the Paycheck Protection Program (PPP) bank loan application process, a second round of tests over the summer showed discrimination […]
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Read MoreIs Enterprise Blockchain Finally Ready to Deliver?

In 2017 and early 2018, as would-be entrepreneurs fell over themselves to find any and every use case for digital tokens, enterprise blockchain was flying high. The principles of peer-to-peer interactions, verifiable ownership of assets, and a tamper-proof database were touted to revolutionize every industry over the sun—no more need for brokers, lawyers, or even […]
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Read MoreRowan Street Capital 3Q20 Commentary: Alibaba Investment Thesis

Rowan Street Capital commentary for the third quarter ended September 30, 2020, discussing their Alibaba investment thesis. Q3 2020 hedge fund letters, conferences and more Rowan Street Performance vs. the S&P 500 Dear Partners, We had another very successful quarter. Rowan Street recorded a return of +14.9% (gross), compared to +9.1% for the S&P 500 […]
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Read MoreOpen letter to DOI/BLM on livestock grazing on public lands

Bill Simpson’s open letter to DOI/BLM on livestock grazing on public lands. Q3 2020 hedge fund letters, conferences and more From: Bill Simpson <gemmaster7@aol.com> To: iea-cynthia_moses-nedd@ios.doi.gov <iea-cynthia_moses-nedd@ios.doi.gov>; dboothe@blm.gov <dboothe@blm.gov>; director@blm.gov <director@blm.gov>; pgriffin@blm.gov <pgriffin@blm.gov>; whbadvisoryboard@blm.gov <whbadvisoryboard@blm.gov>; brittenh@blm.gov <brittenh@blm.gov>; brittenhbrittenh@blm.gov <brittenhbrittenh@blm.gov>; timothy_williams@ios.doi.gov <timothy_williams@ios.doi.gov>; vcchristiansen@fs.fed.us <vcchristiansen@fs.fed.us>; sarah.navarro@usda.gov <sarah.navarro@usda.gov>; brittenhouse@blm.gov <brittenhouse@blm.gov>; valerie_v_smith@ios.doi.gov <valerie_v_smith@ios.doi.gov>; jbuchal@mbllp.com <jbuchal@mbllp.com> Cc: Concerned Americans Sent: […]
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Read More2021 Predictions: AI’s Role In Cloud Security And Governance

Predictions from Keith Neilson, Technical Evangelist for CloudSphere (a cloud governance platform) around AI’s role in cloud security, anticipated security challenges with rising M&A deals, the increased role of MSPs as IT budgets decrease and more. Q3 2020 hedge fund letters, conferences and more 2021 Predictions: AI Will Gain Momentum in Cloud Security and Governance […]
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Read MoreRe/insurance & ILS has “fared quite well” during Covid-19: Prospectus 2021
While much uncertainty remains around both the ultimate economic and insured loss from the ongoing Covid-19 pandemic, the industry loss appears to be trending lower than initial projections and actually, the re/insurance and insurance-linked securities (ILS) sectors have fared quite well, according to industry experts. During the opening panel of Prospectus 2021, the new annual…
Read MoreIndifferent ILS funds will disappear over time: Willis Re Securities’ Perrot
Although the last four years have been a challenging time for the ILS market in many ways, one positive development is that investors have become more discerning in their choice of fund managers, which could lead to the disappearance of “indifferent” funds, Quentin Perrot tells Artemis. Perrot, who serves as Vice President of Willis Re…
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