Oil: Exciting Politics
Oil prices take a breather from the soaring rebound as enthusiasm grows for the upcoming gathering of oil nations. Although oil policy generates some uncertainty in the short term, market fundamentals suggest greater strength as demand grows with the recovery and the probable rebound in leisure and travel activity. The oil cycle is well advanced, […]
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Tesla secures long-term nickel supply through New Caledonia partnership
Tesla has secured a long-term supply of nickel to use in the manufacturing of batteries for its electric vehicles. According to Reuters, the automaker is listed as a “technical partner” in a deal to take over a nickel mine in New Caledonia. However, like Tesla stock, the nickel mine is big and controversial. Q4 2020 […]
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The Best And Worst States For Remote Jobs
With the pandemic forcing many of us to work remotely, a new study shows remote jobs will grow 16% by 2028 and found the five best states for remote job seekers are Utah, Colorado, D.C., Washington, and Virginia. Q4 2020 hedge fund letters, conferences and more The Worst States For Remote Jobs The five worst […]
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5 Takeaways From February’s US High Yield Bonds
In a new report Xtract Research examines some things you may have missed in February’s high yield bonds. Q4 2020 hedge fund letters, conferences and more Takeaways From February’s High Yield Bonds Highlights from the report include: Debt And Lien Traps Increase Secured Debt Capacity Vista Outdoor and NGL Energy Partners both contain an easy […]
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This Isn’t Your Father’s Overvalued Market
Many analysts contend that current stock valuations resemble the dot-com era. You can see it visually at CurrentMarketValuation.com. Some highlights… Q4 2020 hedge fund letters, conferences and more The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com […]
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Ackman Bets On Market Crash Caused By Rising Rates
Whitney Tilson’s email to investors discussing what the bond market is telling us about the Biden economy; hedge fund king Bill Ackman bets on interest rate rises crashing markets; 30-year mortgage rate tops 3% for first time since July; where have all the houses gone? Q4 2020 hedge fund letters, conferences and more What The […]
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Pullback In Cannabis Stocks Continues, But Analyst Sees Opportunity
The pullback in cannabis stocks continues today, with Tilray, Aphria, Canopy Growth, Aurora Cannabis and other marijuana stocks continuing to slump. In a recent report, one firm argued that the industry’s outlook is strong, so the pullback in cannabis stocks could represent a buying opportunity. Q4 2020 hedge fund letters, conferences and more Pullback in […]
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Enterprise architecture can advance ILS fund strategy: Roder, Synpulse
For insurance-linked securities (ILS) fund managers, embedding enterprise architecture can…
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Silver, Don’t Be Fooled
It is no secret that something is just quite not right in the Silver market. Recent news claim that historically this specific market is held within range by large wall street players. There are rumors of a short squeeze and a US$1,000 target where five figure percentage profits could be made. And so much more. […]
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