Private job growth slowed sharply in October as the US economy grappled with new spikes in coronavirus cases across the…
Continue ReadingI Don’t B*llshit Myself
Do you know your lifetime investment performance? If you’re like most people then no, you probably can’t answer this question. Poll:…
Continue ReadingFOMC Statement: No Change
Fed Chair Powell press conference video here starting at 2:30 PM ET. FOMC Statement: The Federal Reserve is committed to…
Continue ReadingSolar Funding And M&A Activity: VC Funding Plummets In 2020
Mercom Capital Group Releases Fact Sheet on Solar Funding and M&A for 1H and Q3 2020 Get Our Activist Investing…
Continue ReadingIf You Had To Own One Company For A Generation…
I have often been asked to name my best idea by people who have not heard much about me apparently.…
Continue ReadingAlpine Capital Research 3Q20 Commentary: A Value Depression Opportunity
Alpine Capital Research commentary for the third quarter ended September 2020, titled, “A Value Depression Opportunity.” Get The Full Ray…
Continue ReadingBiden’s Apparently Winning, But One Person Could Keep Trump in Office
Biden’s Apparently Winning, But Any Elector Could Keep Trump in Office; Faithless Elector Could Let House Decide, Despite Electoral and…
Continue ReadingFrom Sore-Winner To Sore-Loser In 24 Hours
At 2:30 AM on Wednesday, hours after nearly all the polls had closed, President Donald Trump gave a speech which…
Continue ReadingFannie Mae privatization: One analyst thinks this needs to happen
In recent weeks, former Freddie Mac CEO Don Layton wrote two monographs about Fannie Mae and Freddie Mac privatization and…
Continue ReadingHow to Crush a Big Profit Milestone
Whew! 2020 has been crazy. I hit two big profit milestones this year. I’ll share more about my milestones, but…
Continue Reading