Cardin, Reed Outline The American Rescue Plan

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Cardin, Reed Outline The American Rescue Plan to Get Overdue, Targeted COVID-19 Relief to Small Businesses and Critical Community Services Q4 2020 hedge fund letters, conferences and more American Rescue Plan would boost COVID-19 response, help prevent small business closures and mass layoffs, and allow communities to target federal funds to meet most pressing challenges […]

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Lyrical Asset Management’s 32 Stock Portfolio: Top 10 Holdings Analyzed

Updated on March 2nd, 2021 by Nikolaos Sismanis Co-founded by Jeffrey Keswin and Andrew Wellington, Lyrical Asset Management was born out of their 25-year friendship, aiming to provide investors with a value-investing proposition based on quality research and analysis. Lyrical has more than 770 clients collectively totaling more than $7.4 billion of discretionary assets under…

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Stanphyl Capital February 2021 Commentary: Myriad Exogenous Events

Stanphyl February

Stanphyl Capital commentary for the month ended February 2021, disucssing that myriad exogenous events can pop this market. Friends and Fellow Investors: Stanphyl Capital Performance For February 2021 the fund was up 12.8% net of all fees and expenses. By way of comparison, the S&P 500 was up 2.8% while the Russell 2000 was up […]

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As Spring Thaw Arrives in DC, COVID Aid Remains Frozen in Congress

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As the snow clouds that have shrouded much of the United States for the past month make way for warm bouts of sunshine, it’s important to take stock of what’s still frozen solid over on Capitol Hill: Q4 2020 hedge fund letters, conferences and more COVID-19 Relief A fair minimum wage The confirmation proceedings of […]

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Arbol hires Guo from GC Securities as Chief Insurance Officer

Arbol, the provider of marketplace technology supporting parametric risk transfer and weather insurance, utilising smart contracts, has made a key hire, bringing onboard Hong Guo from GC Securities as its Chief Insurance Officer. Hong Guo joins Arbol as Executive Vice President and Chief Insurance Officer and will lead all insurance related strategy and operations for…

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Black Amazon Web Services manager sues for discrimination

Amazon discrimination

A senior manager at Amazon Web Services has sued the company, alleging racial and gender discrimination and sexual harassment. Charlotte Newman filed the lawsuit on Monday in Washington, D.C. She claims the discrimination has been happening at Amazon for years. Q4 2020 hedge fund letters, conferences and more Amazon sued for discrimination Newman, who is […]

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Glitch Employees Secure First-Ever Collective Bargaining Agreement for Software Workers

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Employees at Glitch announced on Tuesday that they had signed a collective bargaining agreement with the company, the first ever such agreement secured by software workers in the United States. The newly-signed contract will cover a range of working conditions at Glitch—including a grievance and arbitration procedure, just cause for disciplinary actions, severance pay, and […]

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Tesla: Navigating The Risk Cluster

Tesla risk cluster

Part of Jim Greco’s meme tweet mocking haters of Cathie Wood, portfolio manager of the Ark Innovation ETF (ARKK). The Tesla-Bitcoin-Ark Risk Cluster On Monday, ZeroHedge posted Saxo Bank equity strategist Peter Garnry’s note on the “Tesla-Bitcoin-Ark risk cluster. Garnry warned downside risk posted by the increasing correlation of Bitcoin and Tesla (TSLA), combined with […]

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