Blog
Could Silver be emerging from Gold’s shadow and how does it correlate with Oil
Gold has long been the talk of the town thanks to the historical records it set in 2020 and its subsequent price correction, however, could we see a new rival emerging?
if (typeof jQuery ==
Bonhoeffer Fund 4Q20 Commentary: Case Study – At Home
Bonhoeffer Fund commentary for the fourth quarter ended December 2020, providing a case study of At Home Group Inc (NYSE:HOME).
if (typeof jQuery == 'undefined') { document.write('<scr' +
FOMC Minutes Disappoint Gold Bulls
The recent FOMC minutes are hawkish and negative for the price of gold, but the Fed will remain generally dovish for some time.
Get The Full Ray Dalio Series in PDF
Get the entire 10-part
We Don’t Acknowledge Our Get Rich Quick Urge Because Its Irrationality Shames Us
The choices that investors make are directed by the Get Rich Quick urge residing within them. It is that Get Rich Quick urge that makes the irrational exuberance examined in Shiller’s famous book
Investors Panic As Markets Collapse To Levels Not Seen In Over 10 Days
A panicky mood was evident on Monday as pale, trembling CNBC anchors, framed on the television by the blood-red tickers of tanking stocks, reported the fourth day in a row of losses in the S&P 500.
Bitcoin Hits $1 Trillion Market Cap. What That Means for the Future of Money
Bitcoin hit another milestone this Friday as its total value surged to over $1 trillion for the first time ever. This move comes on the heels of a major rally which has seen the asset grow over
4 Financial Aspects to Research Before Relocating Your Family
The call has come in. You have a new job at a new company – in a completely new state. Congratulations!
if (typeof jQuery == 'undefined') { document.write('<scr' + 'ipt
The Working From Home Vs. Return-To-Office Debate
The Working From Home Vs. Return-To-Office Debate: What Employees, Bosses Should Consider
if (typeof jQuery == 'undefined') { document.write('<scr' + 'ipt type="text/javascript"
Florida Real Estate Market: Pandemic Triggers Mass Exodus
The Florida Real Estate Market sees an unprecedented growth in the wake of the pandemic.
Get The Full Ray Dalio Series in PDF
Get the entire 10-part series on Ray Dalio in PDF. Save it to
30% Americans Consider Cryptos an Interesting Investment in 2021: bitFlyer Survey
Research by bitFlyer indicates the growing popularity of cryptos in America as 30% of the participants considered Bitcoin or other cryptos as a household investment option.
if (typeof
PPP rules will be changed temporarily to favor smaller businesses more
Small businesses are receiving a boost from changes to the Paycheck Protection Program‘s (PPP) rules. Only companies with fewer than 20 employees will be able to obtain loans for two weeks starting
Sales Are UP But Don’t Trust the Bottom Line
The Broad Market Index was down 0.71% last week and 58% of stocks out-performed the index.
Get The Full Ray Dalio Series in PDF
Get the entire 10-part series on Ray Dalio in PDF. Save it to
Cardin Lauds Biden-Harris Administration Changes to the PPP
Cardin Lauds Biden-Harris Administration Actions to Increase Relief to Underserved and Underbanked Small Businesses
if (typeof jQuery == 'undefined') { document.write('<scr' + 'ipt
Property Industry Reaction To Lockdown Easing
The property industry comments on today’s announcement on the easing of lockdown restrictions.
[REIT]
Q4 2020 hedge fund letters, conferences and more
The Imapct Of Lockdown Easing On The Property
Biden’s PPP Change Targets Businesses Left Behind
WASHINGTON, D.C. – Today, the Biden administration announced a crucial development in the Paycheck Protection Program (PPP): a temporary limit on applications for all but the smallest businesses
Some Clear Thinking On $50,000+ Bitcoin
There are famous stories that come out of the Great Depression in which very astute financiers sold all of their stocks just before the big crash of 1929.
if (typeof jQuery == 'undefined') {
Musk’s Ex-Chief Engineer Creates Lucid Motors To Beat Tesla
Whitney Tilson’s email to investors discussing the man who abandoned value; story of Elon Musk in his darkest moments; evaluating Tesla’s price changes on Model 3 / Model Y; Lucid Motors; quality
Tesla may have made $1B on its bitcoin investment: analyst
Tesla CEO Elon Musk said the automaker’s bitcoin investment was “less dumb” than holding cash, and it has already paid off. An analyst estimates that Tesla has already raked in approximately $1
Tips For Beefing Up Your Franchise Development Plan In 2021
The franchising industry has often been resilient, and 2020 was the latest, and perhaps greatest, example. As COVID-19 caused hundreds of thousands of deaths and ravaged our economy, franchises
Sportradar, Sports Betting’s Google? Odds-On-Favorite: Place Your Bets
Perhaps the most unknown yet important potential SPAC since Q2 2020 is the much anticipated public market launch of Sportradar, arguably the most influential sports data/analytics firm in existence
ADW Capital Partners Up 119% In 2020; Long CDON AB [2020 Letter]
ADW Capital Partners commentary for the fourth quarter ended December 2020, discussing their new position in CDON AB.
Get The Full Ray Dalio Series in PDF
Get the entire 10-part series on
Coronavirus stimulus checks: House Budget Committee introduces $1.9T relief bill
Americans are eagerly waiting for the third round of stimulus checks. There is no clear information on when Congress would approve the next stimulus package. Last week, however, Democrats took one
Powder Coating: An Underappreciated Technology Reaching Maturity
Powder coating has matured from a relatively unsophisticated metal coating process to arguably the fastest-growing coating technology in the world. Manufacturers around the globe are abandoning
Sustainability Linked Bonds: Just Barely Green
Since late last year we have reviewed a number of “sustainability linked” bonds. With both issuers and investors in all regions focused on ESG principles, it is likely that we will continue to see
7 Blockchain Stocks to Buy to Go Beyond Crypto
These companies provide an alternative to digital currency speculation
Get The Full Ray Dalio Series in PDF
Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read


