Ed Hess says the old, fear- and ego-based ways of working and leading won’t survive in the Digital Age. If…
Continue ReadingNew Activist Positions Lag Behind The First Quarter
For all the talk of dry powder, activists deployed capital cautiously in the second quarter, perhaps indicating that there won’t…
Continue ReadingThe CIO at the biggest U.S. public pension fund is out
August 21, 2020 Update: Environmental, social and governance issues have become a topic of hot debate for pension funds. Many…
Continue ReadingExisting Home Sales Soar Above The Consensus Estimates
Commenting on the existing home sales and today’s trading Gorilla Trades strategist Ken Berman said: Get Our Activist Investing Case…
Continue ReadingAswath Damodaran Analysis: The Strong (FANGAM) Get Stronger!
When I started these updates on February 26, 2020, about two weeks after the markets went into free fall, my…
Continue ReadingStranger gives $10k to people waiting for coronavirus stimulus checks
Yesterday we reported that Oregonians have a chance to get a one-time stimulus check of $500. However, a new report…
Continue ReadingBlack Knight: National Mortgage Delinquency Rate Decreased in July, “Serious Delinquencies Climb”
Note: Loans in forbearance are counted as delinquent in this survey, but those loans are not reported as delinquent to…
Continue ReadingCRM’s Positive Effect On A Companies’ Business
85% of companies with CRM said it has had a positive effect on their Business Get The Full Ray Dalio…
Continue ReadingTime To Hedge Tesla Again
Why Tesla shareholders should consider hedging while times are good. Tesla Shares Rocket Past $2,000 At the end of May,…
Continue ReadingS&P 500 Downswing Delayed by One Day? Probably Not.
Stocks had the perfect excuse to decline based on Fed’s guarded tone and no yield curve control around the corner…
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