Investments
Whitney Tilson Again Betting On President Election Outcome

Whitney Tilson’s email to investors discussing the odds on our next president; investors start to ask: what if Biden becomes president?; the hottest hedge-fund strategy faces an existential crisis; testing delays. Q2 2020 hedge fund letters, conferences and more Odds On Our Next President 1) With the presidential election less than four months away, I’m […]
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Read MoreMusk Plans To Crack Tesla’s “Level 5 Autonomous Driving”

Whitney Tilson’s email to investors discussing Musk promises that Tesla will have “the basic functionality for level 5 autonomous driving complete this year;” Is Telsa “the undisputed leader in EVs and Auto 2.0”?; Elon Musk ends up making over $50 million from his SEC settlement. Q2 2020 hedge fund letters, conferences and more Welcome to […]
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Read MoreSecond Coronavirus stimulus: how it could affect student loans

The second coronavirus stimulus is largely expected to come sometime later this month. The main talking points so far are stimulus checks and unemployment benefits. Though not much talked about, there is one more segment that lawmakers could focus on with the next coronavirus stimulus, and that is student loans. Q2 2020 hedge fund letters, […]
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Read MoreHarvard/MIT Wrong About ICE’s New Regulations For Foreign Students

Harvard/MIT Wrong About ICE‘s New Foreign Student Regulations; How They Can Eliminate COVID Risk Without Moving to OnLine Classes Q2 2020 hedge fund letters, conferences and more WASHINGTON, D.C. (July 9, 2020) – A law suit claims that ICE’s new rules will “force many F-1 students to withdraw from Harvard and MIT,” and is “an […]
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Read MoreConvex’s target for Hypatia cat bond doubles to $300m
The target size for the first catastrophe bond transaction to be sponsored by Convex Group has been increased, with sources now saying that the Hypatia Ltd. (Series 2020-1) multi-peril retro transaction is likely to double to $300 million, we can reveal. Convex Group, the specialty insurance and reinsurance company founded by Stephen Catlin, approached the…
Read MoreTreasury Secretary Steven Mnuchin on extending PPP loans

CNBC Transcript: Treasury Secretary Steven Mnuchin Speaks with CNBC’s “Squawk on the Street” today on extending PPP loans and enhanced employment programs. WHEN: Today, Thursday, July 9, 2020 WHERE: CNBC’s “Squawk on the Street” Q2 2020 hedge fund letters, conferences and more Treasury Secretary Steven Mnuchin says traditional economic models don’t work in pandemic […]
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Read MoreTesla stock predictions bake in extraordinary expectations

When Tesla stock hit $1,400 a share this week, analysts began to rapidly update their predictions. The shares fell back below $1,400 on Wednesday, but they’re holding on to $1,300, which many analysts find astonishing. Q2 2020 hedge fund letters, conferences and more Hope driving Tesla stock predictions In a note this week, Morgan Stanley […]
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Read MoreUnderstanding Compounding And Getting Rich Late In Life

I once shared the story of Ronald Read, who died at the age of 92 in 2014 with a dividend portfolio worth $8 million. That story shows that Ronald Read earned close to $20,000 in monthly dividend income from this diversified portfolio of 95 blue chip securities. It looked like Mr Read invested solely for […]
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Read MoreActivists to call senators to pass Restaurant Revitalization Fund

TOMORROW AT 10:30 AM ET: Prominent South Florida Restaurateurs to Call on Senators Marco Rubio and Rick Scott to Pass $120 Billion Restaurant Revitalization Fund as Restaurants Close Across the State Q2 2020 hedge fund letters, conferences and more Restaurateurs Sunil Bhatt, Ignacio Garcia-Menocal, and Bradley Kilgore to Outline How RESTAURANTS Act Would Help Independent […]
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