The UK’s proposed Due Diligence Regulation has re-kindled the idea of a VPA-FLEGT arrangement for Indonesian palm oil. Know more…
Continue ReadingNMHC: Rent Payment Tracker Shows Households Paying Rent Declined in October
From the NMHC: NMHC Rent Payment Tracker Finds 86.8 Percent of Apartment Households Paid Rent as of October 13 The…
Continue ReadingNursing homes illegally taking coronavirus stimulus checks of residents
Hopes of another round of stimulus checks are fading fast, but there are many who haven’t yet got their first…
Continue ReadingTwitter Incurs Republicans’ Wrath
Twitter CEO Jack Dorsey defends its censorship of the New York Post’s Hunter Biden exposé. Get Our Activist Investing Case…
Continue ReadingThis New Activist Fund Is Shaking Up Europe
Bluebell Capital Partners was up 1% year to date at the end of August, versus the STOXX Europe 600, which…
Continue ReadingPhilly Fed Manufacturing “Picked Up”; NY Fed Manufacturing “Increased Modestly” in October
Note: Be careful with diffusion indexes. This shows a rebound off the bottom – some improvement from May to October…
Continue ReadingWeekly Initial Unemployment Claims increase to 898,000
Special technical note on California (two week pause). The DOL reported: In the week ending October 10, the advance figure…
Continue ReadingAlluvial Fund 3Q20 Commentary: Long P10 Holdings Inc
Alluvial Fund commentary for the third quarter ended September 2020, dicussing the largest contributor to their portfolio, P10 Holdings Inc.…
Continue ReadingThursday: Unemployment Claims, NY and Philly Fed Mfg
Thursday:• At 8:30 AM ET, The initial weekly unemployment claims report will be released. Initial claims were 840 thousand the…
Continue ReadingOctober 14 COVID-19 Test Results
The US is now mostly reporting 700 thousand to 1 million tests per day. Based on the experience of other…
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