Markets Coil Ahead Of Key Risk Events
The last week of the month and quarter started negatively for European markets with Spain’s Ibex taking the brunt…
The Run Ignoring Inflation
S&P 500 reached new highs powered by technology, even as value or Russell 2000 took a daily breather. With…
A Tale of Two Destructive Outcomes – Crescat Capital
Crescat Capital’s commentary for the month of June 2020, titled, “a tale of two destructive outcomes.” Q1 2021 hedge…
Revisiting Tesla’s Addition to the S&P 500: What’s the Cost, Before and After?
Key Points Q1 2021 hedge fund letters, conferences and more We have observed that additions and deletions to the…
Is There a Next Housing Bubble That Will Make Gold Shine?
Home prices are surging, making some investors worry about the housing market. These fears seem to be exaggerated, but…
The Supreme Court’s Ruling On The GSEs
Whitney Tilson’s email to investors discussing what congress wants from big tech; how China spreads its propaganda version of…
China’s Didi Chuxing prepares for IPO on U.S. exchange
Didi Chuxing, China’s Uber Technologies Inc (NYSE:UBER), published its filing to hold an initial public offering (IPO) in the…
Rents Are Too High: Here Are Three Ways to Fix The Rental Market
The main reason why people who want to rent their home haven’t done it is because it involves a…
Elliott Management Builds A 10% Stake In Dropbox
What’s New In Activism Elliott Management has built a large stake in cloud storage company Dropbox (NASDAQ:DBX), according to…
Could Skyrocketing Meme Stocks Fit In Your Portfolio?
Recently two heavily shorted stocks GameStop (NYSE:GME) and AMC Entertainment (NYSE:AMC) have shot up in value again. GameStop is…
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