We’re Number One!
Back in 1941, Henry Luce, Life Magazine founder, Henry Luce, wrote an editorial entitled “The American Century.” Obviously, he was right. Q2 2020 hedge fund letters, conferences and more But in recent decades, our world leadership had been in dispute. Then, along came Donald Trump, who pledged to “Make American great again.” America Now Ranks […]
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Polestar 2 Autos Pose Serious Challenge To Tesla?
Whitney Tilson’s email to investors discussing Tesla owner comments; More info on Polestar 2; How Tesla defined a new era for the global auto industry; Tesla’s stock price discounts temporal wormhole into the future. Q2 2020 hedge fund letters, conferences and more Tesla Owner Comments 1) My friend at Stansberry Research, Jared Kelly, loves his […]
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Farnam Street July 2020 Commentary: Deep Risk
Farnam Street Investments commentary for the month of July 2020, discussing William J. Bernstein’s book called Deep Risk and which is safer, stocks or bonds? Q2 2020 hedge fund letters, conferences and more Deep Risk The inhabitant of any city could order on his phone, sipping his morning coffee in bed, the various products of […]
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Bill Gates backed company to produce 200 Million COVID-19 vaccine doses by June
Bill Gates says a company that’s working on a COVID-19 vaccine can produce 200 million doses by next June. SK Bioscience is a South Korean company backed by Gates, who wants to cooperate with South Korea on producing the coronavirus vaccine. Q2 2020 hedge fund letters, conferences and more Bill Gates: 200 million COVID-19 vaccine […]
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Coronavirus stimulus checks: dates when you may get it if it’s proposed this week
The Senate is finally expected to release its version of the next stimulus bill this week. This does not mean that the IRS will start sending stimulus checks next week. The bill must be approved before the IRS can start sending the checks. Here are some possible dates when you could get a second coronavirus […]
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Revolutionary Solid-State Batteries Will Create a $6 Billion Market in 2030
Solid-state batteries keep on attracting tremendous attention and investment with the maturing technologies and closeness to mass production. Even with the influence of COVID-19, the potential market size is expected to grow to over $6 billion by 2030, according to IDTechEx’s report “Solid-State and Polymer Batteries 2020-2030: Technology, Patents, Forecasts, Players”. Q2 2020 hedge fund […]
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Letting The Fed Be Your Friend
As Holger Zschäpitz noted in the tweet pictured nearby, global liquidity hit an all time high last week. The Fed opening the monetary spigot in the wake of the COVID Crash has weakened the dollar while fueling spikes in precious metal names. Screen capture via Twitter. Q2 2020 hedge fund letters, conferences and more Letting The […]
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RPM’s bullish earnings buoyed the materials sector
Commenting on RPM International’s earnings and today’s trading Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and more The major indices are all trading higher at midday with tech stocks and the Nasdaq leading the rebound off last Friday’s lows. The stimulus negotiations in Washington continue to be in focus, and […]
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GOP to reveal full coronavirus stimulus proposal today
We should hear more about the GOP’s coronavirus stimulus proposal today as Senate Majority Leader Mitch McConnell is set to release it. The proposal will include a second round of coronavirus stimulus checks and other provisions, some of which have yet to be announced. Q2 2020 hedge fund letters, conferences and more Still barriers to […]
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