The Dark Side Of A Rising Stock Market
Think of a company’s stock market capitalization as the present value of investor expected future cash flows. There are two ways this number can rise or fall. The first is related to the numerator, expected cash flows. For instance, expected cash flows can change when news arrives that affects investor expectations regarding the outlook for […]
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Trading Advice For Hog Traders
The latest advice for hog traders from John Payne, Senior Futures & Options Broker with Daniels Trading in Chicago, from his newsletter The Swine Times. Q4 2020 hedge fund letters, conferences and more Current Positions “It sounds like packers are rotating their weekend slaughter schedules in order to allow time for their employees to get […]
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Workers At Mobilize Launch The Mobilize Union
Workers at Mobilize – Organizing Platform used by Biden Campaign & Other Key Democratic Campaigns – Launch the Mobilize Union With the Communications Workers of America Q4 2020 hedge fund letters, conferences and more Formal Recognition From Management Workers at Mobilize have achieved formal recognition from management for their new union. The Mobilize Union is […]
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Logos LP: The Nature Of Long-Term Shareholding
Logos LP commentary for the month of March 2021, discussing the nature of long-term shareholding. Q4 2020 hedge fund letters, conferences and more The Rotation Into Cyclical Stocks The Dow Jones Industrial Average jumped to another record high on Friday as reopening optimism continued to encourage the rotation into cyclical stocks. Meanwhile, surging bond yields […]
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How COVID-19 Has Changed Moving Trends
It’s no surprise that cities have been growing at exponential rates over the past few decades. Regardless of race, class, or career, people have long found more appeal in urban areas, rather than more rural, sparsely populated places. Q4 2020 hedge fund letters, conferences and more The 2020 pandemic, however, has turned this trend on […]
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Dalio: The Economics Of Owning Bonds Has Become Stupid
Ray Dalio’s latest research on bonds, and why in his view, “the economics of owning bonds has become stupid.” The piece explains that if you buy bonds in many developed economies today, including the US, Europe, and Japan, you will be guaranteed to have less buying power in the future due to inflation. Q4 2020 […]
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Volkswagon Power Day; Money Is Fleeting Tesla
Commenting on this morning’s Volkswagon Power Day market strategist Louis Navellier wrote in a note to investors: Q4 2020 hedge fund letters, conferences and more Money Is Fleeing Tesla Overall, money is fleeing Tesla (TSLA) as serious competition emerges and the new EV winners are Volkswagon (VWAGY), QuantumScape (QS), NIO Limited (NIO), Ford (F) and General Motors […]
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Read More5 Rules For Building A Dividend Portfolio You Can Live On
This is a guest contribution from After School Finance If…
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What’s Next In 2021?
As full-year earnings for all the companies in our PE stock tracker app are now available, we see that most of the companies in our Big Tech index have increased their turnover and profits in 2020, despite the mass unemployment and economic turmoil seen by many regular people and small businesses last year. Real economy […]
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