Twelve Capital’s UCITS catastrophe bond fund passes $1bn
Twelve Capital, the Zurich headquartered insurance and reinsurance linked investment…
Read MoreThe Creator Economy And What It Means To Investors

It’s safe to assume that the inventors of the Internet didn’t see this one coming. Q4 2020 hedge fund letters, conferences and more Their Boomer-era creation has given rise to a 21st Century phenomenon: the Creator Economy. The driving force is an online community of 50 million influencers, bloggers, and videographers: the self-described Creators. As […]
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Read MoreRay Dalio: Biggest Companies Are In Extreme Bubble

Ray Dalio’s latest research on the U.S. stock market, which found that 50 of the 1,000 biggest companies are in ‘extreme bubbles.’ While the bubble indicator flags other indicators that the markets are entering frothy waters, it overall shows no signs of a bubble bursting, such as those in 1929 and 2000. Q4 2020 hedge […]
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Read MoreBitcoin Price Drop: Are Elon’s Tweets Killing Crypto?

After reaching new heights of $58,300 last week, Bitcoin’s upward trajectory faltered over the weekend, dropping as low as $45,000. ETH acted in similar fashion, dropping as low as $1,546.53, leading to concerns about an asset dump. Some are citing Elon Musk’s tweets about bitcoin as the reason for the price decrease, yet minor price […]
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Read MoreApple Won’t Reverse Parler Purge

Apple CEO Tim Cook Refuses to Allow Parler to Be Restored to App Store Q4 2020 hedge fund letters, conferences and more Apple’s Refusal To Return Parler To Its App Store Washington, D.C. – Apple CEO Tim Cook dodged a question today from the Free Enterprise Project (FEP) about the company’s refusal to return Parler to its App […]
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Read MoreBretton Fund 2020 Annual Report: New Position PerkinElmer

Bretton Fund’s annual report for the year ended December 2020, discussing their new position in PerkinElmer, Inc. (NYSE:PKI). Q4 2020 hedge fund letters, conferences and more Dear Fellow Shareholders: After a number of years of competitive relative returns, we had a disappointing 2020. Many of our holdings – namely our retailers and banks – were […]
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Read MoreDividend Aristocrats In Focus: V.F. Corporation
Updated on February 23rd, 2021 by Bob Ciura Investors looking…
Read MorePot Stocks Plunge Despite New Jersey Marijuana Legalization

Cannabis stocks are plummeting today even though New Jersey has just legalized recreational marijuana. New Jersey officials announced that they legalized recreational marijuana on Monday, but pot stocks are plunging for the second consecutive day. Q4 2020 hedge fund letters, conferences and more New Jersey Legalizes Recreational Marijuana New Jersey Gov. Phil Murphy signed three […]
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Read MoreBeating Bobby Fischer

Dear fellow investors, During the 1998 Berkshire Hathaway meeting, Warren Buffett and Charlie Munger were asked a question about the return-on-equity of American banks. They commented on the topic in a typical Berkshire-like fashion. They then got off on a tangent that provided a truth of biblical proportion. Q4 2020 hedge fund letters, conferences and […]
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