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Try to remember the kind of September when life was slow and oh so mellow Q1 2020 hedge fund letters, conferences and more With the…
The post Try to Remember… appeared first on ValueWalk.
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Greenhaven Road Capital commentary for the first quarter ended March 31, 2020, discussing several of the underlying managers and their approaches to managing through the…
The post Greenhaven Road Capital 1Q20 Commentary appeared first on ValueWalk.
Read MoreThe economics world suffered a big loss over the weekend with the untimely passing of Alberto F. Alesina, the Nathaniel Ropes professor of political economy at Harvard. Alesina’s specialty was investigating the economic effects of political choices, such as which policies are most effective in addressing large fiscal deficits and national debts. U.S. lawmakers would…
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Switching To Four Cylinders Six months ago, we changed the way Portfolio Armor selected its top names. We had already determined that we could find…
The post Finding Alpha In Options Market Sentiment appeared first on ValueWalk.
Read MoreAs policymakers explore options for Phase 4 relief for businesses and individuals, it is important to understand why and how the CARES Act modified tax rules for businesses, including the changes to net operating loss (NOL) deduction rules such as NOL carrybacks. Rather than revisiting these changes and restricting NOL carrybacks, policymakers should explore ways…
Read MoreI saw a “difficult” patient in the clinic this week. We’ve all been there, sometimes multiple times a week. The patient who is upset and won’t stop telling unrelated history. The one who comes in every week with vague complaints with a negative workup. The patient who is constantly going doctor shopping and doesn’t believe…
Read MoreMichael Millette, Founder & Managing Partner at Hudson Structured Capital Management, a specialist alternative asset manager with a focus on sourcing insurance and reinsurance linked returns for its investors, joined us for our latest video interview. All of our Artemis Live video interviews can be accessed directly from our YouTube Channel and we have more…
Read MoreOn your road to financial freedom, you look to maximize every aspect of your budget. Your goal is to maximize your income and minimize your expenses. While many transactions or activities may result in large dollar gains, the reality is that you must win a lot of the small transactions as well to reach financial…
Read MoreFirst time home buyer programs can have a low down payment, lower interest rate, or funds to help with down payment and closing costs. List of first time home buyer programs by state. Original Article Posted at : https://themortgagereports.com/64872/first-time-home-buyer-programs-50-states
Read MoreInsurance and reinsurance market losses from Australia’s series of summer catastrophe loss events have now risen to a new high of almost AU $5.1 billion, according to the Insurance Council of Australia. When we last covered these loss events, which range from severe convective weather related hail storms, to flooding and rain bearing storms, and…
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