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…
Continue ReadingWhen Will the Financial Sector Stop Riding the Bear?
The banking sector has been put through the ringer since the March selloff. While the market has rallied since then,…
Continue ReadingChart of the Day
The chart of the day comes from Ehren Stanhope. Companies issued a ton of debt in the third quarter. $267…
Continue ReadingLarry Kudlow On Coronavirus Stimulus Stalemate: Democrats Are Taking An ‘All-or-Nothing’ Approach
CNBC Exclusive: CNBC transcript: National Economic Council Director Larry Kudlow Speaks with CNBC’s “Closing Bell” today, discussing the current coronavirus…
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