Why You Should Focus on Growth Stocks Today

Growth Stocks

My friend who’s a novice investor asked for advice recently. He was “bargain hunting” for cheap stocks, and trying to decide between buying Kohl’s (KSS) or ExxonMobil (XOM). Q3 2020 hedge fund letters, conferences and more I cringed. “Listen,” I told him. “You’re thinking about this all wrong.” I get where my friend is coming from. From childhood […]

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How to apply systems thinking to “debug” your brain like a computer

debugging brain

Casey Watts studied neurobiology at Yale University, and is the co-author of several neurobiology papers. He has also worked in software development for 10 years, including at Heroku. His first book, Debugging Your Brain, brings together two parts of Casey’s background: psychology and software development.  Below is an excerpt: Q3 2020 hedge fund letters, conferences […]

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CalSTRS deputy CIO talks tech stocks and ecommerce

CalSTRS tech stocks Sunnova Energy Zoom short Traton Entire Wells Fargo IBM Corp Financial Ratios Stock Watchlists cannae senator Economically sensitive stocksPortland General Electric Employee Stock Purchase Plans news sentiment data stock market failure HAL Economic Realities BAC Shares CFDs Bank Ozk counter intuitive

The California State Teachers Retirement System (CalSTRS) is one of the largest pension funds in the country, so when its management talks, many people listen. Grace Reyes of The Investment Diversity Exchange interviewed Scott Chan of CalSTRS at the SohnX San Francisco Conference. They talked about tech stocks, how CalSTRS sees the investment landscape and […]

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Arbol lines up $250m non-traditional capacity, targets $1bn+ next year

Arbol, a provider of marketplace technology that supports parametric risk transfer or weather insurance and utilises smart contracts, told us that it has lined up $250 million of capacity from non-traditional market sources to help it expand. Arbol acquired well-known specialist provider of weather risk transfer and weather hedging solutions eWeatherRisk in April 2020, as…

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Coronavirus stimulus checks: Trump may back package larger than Democrats’ bill, Kudlow says

larger coronavirus stimulus checks pre-election COVID infections coronavirus stimulus check deal

President Donald Trump, on Saturday, proposed a stimulus package of $1.8 trillion, but it was rejected by House Speaker Nancy Pelosi. Now, to reach a deal on a coronavirus stimulus package and checks before Election Day, Trump’s top economic adviser, Larry Kudlow suggests that Trump could agree to spend more than $1.8 trillion, or even […]

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