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During the global pandemic, we count the numbers of hospital admissions. Of respirators. Of deaths. Days of quarantine. Days since our last morning swim. We count how many armfuls of laundry we do at dawn. We count how many dishes we wash, how many toilets we clean. After all, home is the only sacred space…
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Predictions about whether President Donald Trump or his challenger Joe Biden will win the election are heating up, but it’s the electoral college that will decide. Trump lost the popular vote in 2016 by about 3 million votes but won the electoral college, which is why it’s so important to keep an eye on the […]
The post How the electoral college affects Trump / Biden predictions appeared first on ValueWalk.
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Excerpted from Stanphyl Capital’s October 2020 letter to investors, discussing that there is no China growth story for Tesla. Q3 2020 hedge fund letters, conferences and more We remain short the biggest bubble in modern stock market history, Tesla Inc. (TSLA), which currently has a fully diluted market cap of approximately $429 billion, which is […]
The post There Is No China Growth Story For Tesla; Company Headed To Zero: Shortseller appeared first on ValueWalk.
Read More“I have been depressed. I have been burned out. I have been both. I have been neither. How do you know if you are depressed vs. burned out when your chief complaint is, “I feel like crap?” It’s time to call a consult. I don’t mean curbsiding your colleagues to fill your medications off the…
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Lauren Taylor Wolfe of Impactive Capital, an impact-oriented activist investing firm, presented her thesis for HD Supply at the Invest for Kids conference late last week. Wolfe is one of the very few women who work in activist investing. Q3 2020 hedge fund letters, conferences and more Focus on quality HD Supply is one of […]
The post Lauren Wolfe of Impactive Capital presents thesis for HD Supply appeared first on ValueWalk.
Read MoreWhen it comes to using telehealth to treat patients out of state, most physicians are mindful about licensure issues. But some are not aware that if you don’t have a license to practice medicine in a given state, it isn’t just malpractice: It’s a criminal offense. Licensing restrictions have been eased to facilitate care during…
Read MoreBrené Brown’s book, The Gifts of Imperfection, has recently been re-released with a new cover and subtitle: 10th Anniversary edition, Including New Tools to Make the Work Your Own. I’ve had my original paperback copy for 8 years. It’s dog-eared, highlighted in three different colors, with lots of hot pink Post-It notes sticking out of…
Read MoreThe Philippines government’s World Bank facilitated IBRD CAR 123-124 catastrophe bond transaction is under threat from typhoon Goni, which may cause a partial loss of principal for investors in the cat bond if it maintains significant wind speeds as it approaches Manila. Super typhoon Goni, as it currently is, has become the most intense tropical…
Read MoreLate one evening, an ICU physician calls a family to say Dad’s breathing rate had slowed to such an extent that he did not believe Dad would survive the night without life support. This seasoned doctor added that he had never seen patients come back from this condition on their own. Although Dad had do…
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It is now almost confirmed that there won’t be any stimulus before the election. However, lawmakers are optimistic that there will be an agreement on a coronavirus stimulus package and checks once the election pressure eases. Q3 2020 hedge fund letters, conferences and more Lawmakers expect coronavirus stimulus checks in lame-duck session Treasury Secretary Steven […]
The post Coronavirus stimulus checks: Lawmakers hopeful on deal once election pressure eases appeared first on ValueWalk.
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