The Auto Industry and Tesla: A Retrospective
In numerous columns, and years before that, I have been beating one drum. The stock market is forward looking. It attempts to figure out which firms will control the future, Amazon for instance, and which companies have dropped the ball, IBM for instance. There are numerous examples of this dichotomy, but one I have been […]
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Coronavirus stimulus update: Trump wants larger checks
There haven’t been very many updates on a second round of coronavirus stimulus checks, but President Donald Trump has again backed more direct payments for the American people. In fact, this time around, he said he wants the second round of coronavirus stimulus checks to be larger than the first round of checks. Q1 2020 […]
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Activists urge congress to pass bipartisan RESTAURANTS Act
Over 215 Farmers, Butchers, Winemakers, Restaurant Suppliers and Trade Groups Urge Congress to Pass Bipartisan RESTAURANTS Act for Independent Restaurants; Say Disappearing Restaurants “Will Take Us With Them” Without $120 Billion Lifeline Q1 2020 hedge fund letters, conferences and more As Restaurants in Arizona, California, Florida, and Texas Forced to Close Doors, Suppliers Urge Members […]
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Enhanced Unemployment Insurance Near End As Recession Continues
Recession Continues as 1.4M More Lose Jobs, Small Businesses Denied Help As Enhanced Unemployment Insurance Near End Q1 2020 hedge fund letters, conferences and more Unemployment Rate Remains High WASHINGTON, D.C. – The unemployment rate remains at over 11% and the U.S. economy is still on edge this week as over 1.4 million more Americans filed for unemployment insurance. The […]
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Amid Covid-19, Guernsey never missed a beat: ILS Insight
In spite of the unprecedented impacts of the Covid-19 pandemic…
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PG&E Corporation (PCG) Exits Bankruptcy…
PG&E Corporation (NYSE:PCG) is an industry leader in arson and manslaughter. They also do something with electricity. PCG filed for bankruptcy in January of 2019 after they were unable to pay billions in claims. To call the bankruptcy process a klusterfuk, is generous to all involved. However, that’s all in the rearview mirror. A bunch […]
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China, Covid, Trump And Brexit: Investors’ Top Concerns
China, Covid, Trump and Brexit: Investors’ top concerns for the second half of 2020 Q1 2020 hedge fund letters, conferences and more The China-rest of the world relations, the trajectory of the Covid-19 pandemic, the U.S. election and Brexit are the top concerns for investors for the last six months of 2020. The observations from […]
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Self Storage Rents Down Due to Pressure from COVID-19
Self storage has proven to be a fairly recession-proof industry in the past, but is it pandemic-proof? According to STORAGECafe’s most recent analysis, the hit that self storage has taken has been somewhat lighter than the impacts other real estate sectors have experienced. Oversupply has been putting downward pressure on street rates since last year, […]
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Trump suggests coronavirus stimulus checks larger than $1,200
Talks and expectations surrounding the second coronavirus stimulus have increased now that we are into July. Earlier this week, Senate Majority Leader Mitch McConnell reaffirmed that they would start the discussion on the next bill this month. On Wednesday, President Donald Trump further fueled coronavirus stimulus checks expectations, saying it would be “larger.” Q1 2020 […]
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