New investor guidance cites human rights risks to brands with relationships connected to Uyghur region in China [activistinvestinng] Q2 2020…
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Pack your bags, we’re off to Budapest. A recent study by business utilities comparison service, Utility Bidder, found that the…
Continue ReadingThe PPP Funds Went To The Wrong Businesses
Recent Reports Show PPP Funds Went to the Wrong Businesses Know more about Russia than your friends: Get our free…
Continue ReadingSAGA Partners 2Q20 Commentary: The Theory of Market Outperformance
SAGA Partners commentary for the second quuarter ended June 2020, discussing the theory for market outperformance and the biology of investing.…
Continue ReadingPet projects hold up package with second Coronavirus stimulus check
Lawmakers may be making a little progress on the debate over a package that includes a second coronavirus stimulus check.…
Continue ReadingJuly 2020: Unofficial Problem Bank list Increased to 65 Institutions
The FDIC’s official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the…
Continue ReadingWhere’d All the Stocks Go?
Fewer, but bigger. This describes the transformation that the U.S. stock market has undergone over the last few decades. There…
Continue ReadingArena Investors 2Q20 Commentary: Lenders Are Getting Coerced By Equity Sponsors
Dan Zwirn, CEO and CIO of Arena Investor, in his letter for the second quarter commentary discusses the current and…
Continue ReadingEconomic Normality: When? Sooner? Never?
In the time since COVID-19 hit the economy and stock market, there has been three phases. First, the question was…
Continue ReadingWatching Rotations into Real Estate and Technology (again)…
At the start of the week, two tails on the Relative Rotation Graph for US sectors are showing interesting rotations.…
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