FY 2020 Investment Banking, M&A, Capital Markets Review

“Worldwide M&A activity totaled US$3.6 trillion during FY 2020, down 5% compared to the same period last year and slowest annual period for deal making since 2018 (US$3.2 trillion). Bolstered by two consecutive quarters to surpass US$1 trillion, second half 2020 deal making activity totaled US$2.3 trillion, a 90% increase compared to the first half […]
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Read MoreThe Race For The Ongoing Runoff Elections In Georgia

Commenting on the ongoing runoff elections in Georgia and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The Runoff Elections In Georgia Are At The Center Of Attention The major indices are mixed and flat at midday following a choppy but active morning session on Wall Street. […]
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Read MoreFrom The Impatient To The Patient

“The stock market is a device which transfers money from the impatient to the patient.” – Warren Buffett Q3 2020 hedge fund letters, conferences and more Avoiding A Stock Market Failure As we enter 2021, it appears that Buffett had things upside down in 2020. The things which had gone up the most by the […]
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Read MoreAI Can Remove Bias From Healthcare Decisions, Panel Says

Medical ethicists have long been troubled that racial disparities make their way into healthcare decisions, with worse outcomes for racial minorities and other at-risk classes. Q3 2020 hedge fund letters, conferences and more For example: Black patients in emergency rooms were 40% less likely to be prescribed pain management medication than white patients. Hispanic patients […]
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Read MoreSaber Capital: End of Mean Reversion?

Aaron Edelheit of Mindset Capital wrote a post about a talk he had with my friend and fellow investor Fred Liu. One of the concepts discussed was the Power Law Distribution. Applied to the market, this means most of the value created comes from a small minority of companies. This is the 80/20 Rule. Baseball […]
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Read MoreBitcoin Breaks $30K, XRP Crashes, Institutional Investors Adopt Crypto

With bitcoin breaking $30k for the first time, cryptocurrency experts provide a commentary on their take about the future of the digital currency. Q3 2020 hedge fund letters, conferences and more A number of crypto market experts have weighed in on what they believe is driving the current bull run, including Ripple’s XRP being removed […]
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Read MoreNYSE decides not to delist Chinese telecom firms after all

The New York Stock Exchange has reversed its decision to delist major Chinese telecom companies. The exchange said after “further consultation with relevant regulatory authorities,” the three Chinese telecom companies will continue to be traded there “at this time.” Q3 2020 hedge fund letters, conferences and more NYSE reverses course on Chinese telecom firms According […]
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Read MoreQualcomm CEO Steve Mollenkopf On His Retirement

CNBC Exclusive: CNBC Transcript: Qualcomm CEO Steve Mollenkopf and Qualcomm President & CEO-Elect Cristiano Amon speak with CNBC’s “Squawk on the Street” today. Q3 2020 hedge fund letters, conferences and more Qualcomm CEO Steve Mollenkopf On His Decision To Retire DAVID FABER: Carl, thank you. Yeah joining us now as we promised is, in […]
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Read MoreSmart Building Opportunities for Printed Sensors

Smart buildings promise automated control of the buildings’ operations, along with integrated technology for human-machine interactions. Such functionality requires multiple sensors, to which printed/flexible electronics are very well suited due to their low weight and thin-film form factor. Indeed, the building of the future may have printed sensors built into the walls, floor, and ceiling […]
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