On several occasions, I have written about an extreme being hit in the weekly COTR (CFTC Commitment of Traders Report). I…
Continue ReadingHow the gig economy is benefiting unemployment claims
The gig economy has provided support to those on unemployment during the COVID-19 pandemic, according to a study from the…
Continue Reading6 Months Into the Pandemic, Americans’ Finances Are Hurting
After six month and counting of high unemployment, lost wages, and economic shutdowns as a result of the COVID-19 pandemic,…
Continue ReadingWorm Capital Up 373% In Last 12 Months; Q3 Late On The Disruption “Super Cycle”
Worm Capital commentary for the third quarter ended September 30, 2020, discussing the disruption super cycle. Get The Full Ray…
Continue ReadingBlack Bear Value Fund LP 3Q20 Letter: Long Armstrong World
Black Bear Value Fund letter to investors for the third quarter ended September 30, 2020, discussing their top 5 long…
Continue ReadingAAR: September Rail Carloads down 9.7% YoY, Intermodal Up 7.1% YoY
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. U.S. rail volumes in…
Continue ReadingSeattle Real Estate in September: Sales up 59% YoY, Inventory UP 8% YoY
The Northwest Multiple Listing Service reported Northwest MLS brokers say September’s home sales reached highest level since June 2018 Northwest…
Continue ReadingShort Report On Workhorse Group Inc (WKHS)
Whitney Tilson’s email to investors discussing SPAC Investment Summit tonight at 8 p.m.; what the recent Nikola drama means for…
Continue ReadingThe Fate Of The Standalone Stimulus Bills Remains Uncertain
Commenting on the the standalone stimulus bills and today’s trading Gorilla Trades strategist Ken Berman said: Get The Full Ray…
Continue ReadingStifel sees S&P 500 (INDEXSP: .INX) going down before it goes up
October 8, 2020 Update: The S&P 500 has been trading at around 3,400, and Barry Bannister of Stifel sees near-term…
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