Investments
An Inauspicious Sign

Image via Twitter. Q2 2020 hedge fund letters, conferences and more An Inauspicious Top Name I included the tweet pictured nearby, by Holger Zschäpitz, in my previous post (“Letting The Fed Be Your Friend“). The gist of that one was that the flood of dollar-weakening liquidity was bullish for precious metals names, so it was unsurprising […]
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Read MoreInvestors double down on ESG in wake of Covid-19 pandemic

Half of global institutional investors now fully integrate ESG into their investment approach Usage of active ownership strategies to engage companies on ESG has more than doubled Investors in North America are lagging their global counterparts in terms of embedding ESG Q2 2020 hedge fund letters, conferences and more ESG Investing Momentum Has Grown In The […]
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Read MoreSenate Relief Bill Helps Trump, Not Workers

WASHINGTON, D.C. – Yesterday, Senate GOP lawmakers released their new relief bill — though the legislation seems to be more focused on providing relief to President Trump and his allies than to working Americans. Q2 2020 hedge fund letters, conferences and more Senate Relief Bill Does Not Help Essential Workers As COVID-19 continues to ravage the country and the economy remains […]
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Read More“America Online 2.0” Has Arrived: Here’s What to Expect

George Bertoty was ready to enjoy retirement. His kids were all grown up, and it was time to sell the family home. George was eager to cash out and downsize, but he dreaded putting his house on the market. Q2 2020 hedge fund letters, conferences and more I’m sure you know selling a home can be […]
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Read MoreTwitter Hack Exposes Massive Cyber Security Flaw

Twitter Hack exposes massive cyber security flaw that affects us all. Is your company safe? Introducing a cyber security aware culture, supported by real time accountability, is the only solution to shield organisations and individuals in a time of cyber attacks and Twitter hacks. Q2 2020 hedge fund letters, conferences and more Everyday brings a […]
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Read MoreWhat should Fannie Mae junior preferred shares be worth?

Fannie Mae and Freddie Mac junior preferred shares could increase by at least 100% if one analyst is correct. Dick Bove of Odeon Capital said Josh Rosner of Graham Fisher & Co., who has testified multiple times in front of Congress about the government-sponsored enterprises, discussed them with the Odeon team. Q2 2020 hedge fund […]
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Read More2 Niche REITs To Buy As Others Struggle
This is a guest contribution from Tom Hutchinson, Chief Analyst, Cabot Dividend Investor & Cabot Income Advisor Things are looking good for the overall market. The S&P 500 is back to within about 5% of the all-time high. But the index performance doesn’t tell the whole story. Many stocks and sectors within the S&P are…
Read MoreCatalyzing Corporate Change: An Unusual Proxy Season

Catalyzing Corporate Change: ICCR Members Secure 100+ Corporate Commitments in 2020 Q2 2020 hedge fund letters, conferences and more The 2020 proxy season has been both unusually urgent and challenging. As COVID-19 and the Black Lives Matter movement begin to reshape both corporate and investor priorities, we are simultaneously preparing for the first in a series […]
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Read MoreGOP squabble over HEALS Act Coronavirus check stimulus package

Senate Majority Leader Mitch McConnell finally revealed the HEALS Act Coronavirus stimulus check and aid package, but it’s still a long way from being approved by both houses of Congress. Even Republicans can’t agree on what’s best for the economy as the bill doesn’t even have the full support of the GOP. Q2 2020 hedge […]
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