Activist investing is staging a recovery of sorts but not all forms are coming back with equal vigor. Get Our…
Continue ReadingAAR: May Rail Carloads down 27.7% YoY, Intermodal Down 13.0% YoY
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Huge swaths of the…
Continue ReadingRestaurants and Bars Remain Most Impacted by COVID-19
New Unemployment Data: Restaurants and Bars Remain Industry Most Impacted by COVID-19 Crisis Know more about Russia than your friends:…
Continue ReadingMay job figures just as shocking as April, but in a positive direction
Jeoff Hall, Managing Economist, Refinitiv, while discussing May jobs figures, comments: Get The Full Seth Klarman Series in PDF Get…
Continue ReadingSecond coronavirus stimulus package: Calculate your HEROES payment
Millions of Americans have received up to $1,200 of Economic Impact Payments (EIPs) as part of the CARES Act. The…
Continue ReadingVP Mike Pence on inequality, coronavirus relief for states
CNBC Exclusive: CNBC Transcript: VP Mike Pence speaks with CNBC’s “Squawk on the Street” today WHEN: Today, Friday, June 4,…
Continue ReadingTuesday June 9th: June 2020 Market & Economic Update
On June 9th, at 11:15 AM Pacific Time, UCI Finance Professor Christopher Schwarz and I will be discussing the June…
Continue ReadingGenius Brands Will Be A $1.50 Stock Within A Month: Hindenburg Research
Hindenburg Research on Genius Brands Since early May, and even accounting for yesterday’s plunge, shares of small TV production company…
Continue ReadingAn Unemployment Rate of 13.3 Percent Just Doesn’t Sound Kosher
At 8:30 am on Friday morning, the Bureau of Labor Statistics released its estimate of our nation’s unemployment rate in…
Continue ReadingComments on May Employment Report
The May employment report was surprising. Every key indicator – ISM surveys, ADP employment report, unemployment claims and more –…
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