July 31, 2020 Update: Many investors have already been banking on Tesla stock being added to the S&P 500. S&P…
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Euclidean 2Q20 Letter: Quantifying Margin of Safety
Euclidean Technologies commentary for the second quarter ended June 2020, titled, “Quantifying Margin of Safety.” Get The Full Series in…
Continue ReadingEarly Q3 GDP Forecasts
Important: GDP is reported at a seasonally adjusted annual rate (SAAR). Also, even if activity is flat in Q3 compared…
Continue Reading4 GOP senators propose $1000 coronavirus stimulus checks
At a time when Republicans and Democrats are negotiating over another coronavirus relief package, four Republican senators introduced a new…
Continue ReadingTop 10 activist short calls that paid off big time in H1 2020
Those shorting stocks during the COVID-19 pandemic have made more than $50 billion in profits. Billionaire Bill Ackman recently said…
Continue ReadingTrump White House Accelerating Toward A Dollar Crisis
As US economy is heading toward its disastrous 2nd quarter results, the Trump administration is considering the expansion of the…
Continue ReadingAnimal Spirits: Fixed Income in a Low Rate Environment
Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: Balancing risk while searching for…
Continue ReadingAlluvial Fund 2Q20: Long Bredband2 i Skandinavien
Alluvial Fund commentary for the second quarter ended June 2020, discussing the virtures of a negative working capital cycle. Get…
Continue ReadingGOP proposes $1,000 coronavirus stimulus checks
Editor’s note: This article contains the latest news on the coronavirus stimulus package. It’s updated regularly with news about coronavirus…
Continue ReadingWhy won’t coronavirus stimulus checks be more than $1,200?
The next coronavirus stimulus package is already being negotiated, and most likely, we would have the final bill by next…
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