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Crescat March 2021 Commentary: A Collision of Macro Narratives
Crescat March 2021 Commentary: A Collision of Macro Narratives

Crescat Capital commentary for the month of March 2021, titled, “A Collision of Macro Narratives.”

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Were Companies Flexible With Expense Policy During WFH?
Were Companies Flexible With Expense Policy During WFH?

While some employees were using workplace funds to purchase office equipment during the Coronavirus work from home shift, they respected the expense policies put in place by their employers.

Matthew McConaughey On His New Book And Remote Work
Matthew McConaughey On His New Book And Remote Work

CNBC Transcript: Actor and Author Matthew McConaughey Speaks with CNBC’s Carl Quintanilla Live During CNBC’s @Work Summit Today

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Some Of The Many Changes To Amazon’s Business Model In 2021
Some Of The Many Changes To Amazon’s Business Model In 2021

Amazon has been investing in its long-term growth prospects for the better part of two decades and 2021 will prove to be no different. Regardless of what and where Amazon invests in, there is a

5 Best Investment Options For MillennialsPhoto, wide shot, wide-angle lens,  Bank, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.theapi.app/temp/094456a7-d529-4ef2-b536-c031f2afd618.png
5 Best Investment Options For Millennials
When it comes to investing, millennials have had a rougher start than most generations. Growing up during the financial crisis of 2007-2008, millennials have had to deal with spiralling costs of
Katie Porter Addresses The Disparity In The Labor Market
Katie Porter Addresses The Disparity In The Labor Market

CNBC Transcript: U.S. Representative Katie Porter (D-CA) Speaks with CNBC’s Becky Quick Live During CNBC’s @Work Summit Today

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Rumors That Jana Is Seaking Board Seats At Labcorp
Rumors That Jana Is Seaking Board Seats At Labcorp

What’s New In Activism: Jana Partners Seeking Board Seats At Labcorp – Rumor

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Greylock’s Reid Hoffman & Sarah Guo: The Future Of Work
Greylock’s Reid Hoffman & Sarah Guo: The Future Of Work

CNBC Transcript: Greylock Partners Reid Hoffman and Sarah Guo Speak with CNBC’s Jon Fortt Live During CNBC’s @Work Summit Today

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Q4 2020 hedge fund letters, conferences and more

 

Greylock

Seven “Signs And Symptoms” Of Organizational Trauma
Seven “Signs And Symptoms” Of Organizational Trauma

Organizational trauma isn’t always caused by a single horrifying event. It can also be ongoing or cumulative (say, a global pandemic). However, the impact on employees and organizations is fairly

Restaurants celebrate SBA dropping SAM registration processPhoto, wide shot, wide-angle lens,  Hotel, Midday, harsh overhead sunlight, directional sunlightt, photo by Ansel Adams: https://img.midjourneyapi.xyz/temp/d14bb504-852b-4d13-a69a-8cec9d4eb799.png
Restaurants celebrate SBA dropping SAM registration process

Independent Restaurants Celebrate Small Business Administration’s Decision to Drop SAM Registration Process for Restaurant Revitalization Fund

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Rocky Mountain’s middle market experiencing faster recovery
Rocky Mountain’s middle market experiencing faster recovery

Rocky Mountain region’s middle market experiencing faster economic recovery than national average, higher projections for revenue and employment growth in 2021

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It’s Still Time to Restrict the Abuse of Unrestricted Subsidiaries
It’s Still Time to Restrict the Abuse of Unrestricted Subsidiaries

Back in 2019, Xtract Research wrote about Unrestricted Subsidiaries and how the ability to capitalize them and use them for purposes detrimental to investors needed to be reined in.

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Bill Ackman: PSH Is Not A Conglomerate Like Berkshire
Bill Ackman: PSH Is Not A Conglomerate Like Berkshire

In his latest 2020 Pershing Square Holdings Annual Report, Bill Ackman stresses LON:PSH is not a conglomerate like Berkshire Hathaway. Here’s an excerpt from the letter:

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Euronext NV – Backwater Stock Exchange or “GARP” Brexit Winner?
Euronext NV – Backwater Stock Exchange or “GARP” Brexit Winner?

Background:

My initial interest in Euronext (OTCMKTS:EUXTF) (EPA:ENX) came after reading this FT article in February which mentions that the Amsterdam Stock Exchange seems to be a big winner of

Animal Spirits At Cocktail Parties
Animal Spirits At Cocktail Parties

Dear fellow investors,

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Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues

NCRC Applauds CDC Decision To Extend Eviction Moratorium
NCRC Applauds CDC Decision To Extend Eviction Moratorium

The Centers for Disease Control and Prevention (CDC) announced yesterday that it is extending its national ban on evictions through June 30. The CDC originally set this ban last spring as part of

The Sell-Off In Chinese Stocks Linked To Archegos
The Sell-Off In Chinese Stocks Linked To Archegos

In his Daily Market Notes report to investors, while commenting on the sell-off in Chinese stocks linked to Archegos, Louis Navellier wrote:

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Women and Financial Planning
Women and Financial Planning

Handling emergencies at every stage of life. A conversation with two Johnson Financial Group advisors

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These Are England’s New Build Homebuyer Hotspot
These Are England’s New Build Homebuyer Hotspot

Oxfordshire is currently England‘s new build homebuyer hotspot according to the latest research from new build experts, BuildScan, the snagging and defect management app.

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Q4 2020 hedge fund

These Are the Biggest US Banks by DepositsPhoto, wide shot, wide-angle lens,  Bank, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.theapi.app/temp/094456a7-d529-4ef2-b536-c031f2afd618.png
These Are the Biggest US Banks by Deposits

The U.S. banking system is considered to be among the best in the world, and the country is home to some of the biggest banks globally. When it comes to the biggest banks in the U.S., the list may

The Financial Behavior Of Middle-Aged Millennials
The Financial Behavior Of Middle-Aged Millennials

Survey Conducted by CNBC Make It in Partnership with The Harris Poll Examines Financial Behaviors of Middle-Aged Millennials

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The Relationship Between The U.S. Government And College
The Relationship Between The U.S. Government And College

About one in seven people in the U.S. have student debt. We owe $1.6 trillion dollars across 44 million people. Isn’t it curious that we’re the only country to have this problem? We wanted to dive

COVID Fraudsters Are Now Targeting Investment Platforms
COVID Fraudsters Are Now Targeting Investment Platforms

CNBC’s Senior Washington Correspondent Eamon Javers reports on covid fraudsters that are stealing people’s identities to open up investment accounts with apps like Robinhood to hide the source of

Tesla’s Full Self-Driving Scam; Are EVs Really Better?:
Tesla’s Full Self-Driving Scam; Are EVs Really Better?

Whitney Tilson’s email to investors discussing if electric cars really better for the environment; 2 reasons why buying a Tesla with bitcoin is a bad idea; feedback from “Elon Musk is a con artist

Visitors spending coronavirus stimulus checks in Las Vegas?Photo, wide shot, wide-angle lens,  Restaurant, sunset photo at golden hour, photo by Thomas Heaton: https://img.theapi.app/temp/57273392-070f-46de-9297-125616327242.png
Visitors spending coronavirus stimulus checks in Las Vegas?

The third round of stimulus checks started going out over two weeks ago, and people have started spending it. One would expect people to spend the stimulus payment on necessities, such as food or