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Arjuna Capital: 2021 Proxy Season To Show If “Black Lives Matter” To Shareholders
Arjuna Capital: 2021 Proxy Season To Show If “Black Lives Matter” To Shareholders
Get The Full Ray Dalio Series in PDF
Get the entire 10-part series on Ray Dalio in PDF. Save it to your
The worst short squeeze in 25 years is battering hedge funds
Redditors who read the WallStreetBets forum have crushed hedge funds with the worst short squeeze in 25 years, according to Goldman Sachs. According to CNN, the firm said the most heavily shorted
Ruffer Investment Company December 2020 Interim Report
Ruffer Investment Company investment manager’s period end review for the period ended December 31, 2020.
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2021 Should See Improved Gold Demand
The World Gold Council recently published two interesting reports. Gold demand plunged in 2020, but 2021 should be positive for the yellow metal.
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Coronavirus stimulus checks: Who qualifies for money in Republican Plan?
President Joe Biden wants to give stimulus checks of $1,400 to Americans. Republicans, on the other hand, in their counter offer proposed stimulus checks of $1,000. Moreover, the Republican
Bitcoin – Consolidation Brings New Opportunities
Review
Source: Messari December 31st, 2020
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Is Reddit Really Driving Silver Prices Right Now?
Silver prices have been soaring over the last several days as users of the Reddit forum WallStreetBets are credited with driving them higher. However, not everyone believes retail demand from
The Hill-and-Valley Pattern of Stock Prices Is Strong Evidence That Shiller Is Right
I believe that engaging in market timing is essential to achieving long-term stock investing success. That belief follows from Robert Shiller’s Nobel-prize-winning research finding that valuations
Biden’s Tax Plan Places Higher Burden on Top Corporates
Joe Biden‘s tax plan places higher burden on top corporates and risks medium-term economic recovery in the US, says GlobalData
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Tesla’s GameStonk valuation And European Market Share
Whitney Tilson email to investors discussing Tesla’s GameStonk valuation needs more than this; Western European market share; GM announcement; Musk becomes unlikely anti-establishment hero in
Alluvial Fund 4Q20 Commentary: P10 Holdings
Alluvial Fund commentary for the fourth quarter ended December 31, 2020, discussing P10 Holdings, Nuvera, Communications, LICT Corporation and Crawford United.
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Nurturing An Ecosystem As A Competitive Advantage
The expression ‘Business Ecosystem’ was coined in 1993 in the Harvard Business Review. It proposed that a company should be viewed not as a single entity, but as a part of an ecosystem that
Why Impatience Is a Virtue for Private Equity Execs
Gone are the days when private equity firms charged operating partners with merely managing portfolio companies. To drive returns, OPs are now tasked with pre-deal analysis, due diligence, value
CDC’s New Mask Mandate Incomplete
CDC’s New Mask Mandate Incomplete; Response to Biden‘s Plea Far Short Of His Promise
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Top 5 Crypto Investment Scams of All Time
It always starts with the promises of high returns. Make money quick, new coins, proprietary software, flash and hype. Then, suddenly, the money and the founders are gone, leaving everyday people
SUEK Scored 44 on ESG Evaluation; Preparedness Emerging
S&P Global Ratings said today that Siberian Coal Energy Co. (SUEK) scored 44 in its ESG Evaluation. On our scale of 0 to 100, a higher ESG Evaluation indicates a stronger sustainability assessment
Melvin’s Short Position In GameStop (GME) In 2Q And 3Q20
This is a blog post on the news surrounding a short position in Gamestop – this article is merely speculation (an educated guess) based on our thoughts and looking at some publicly available data
Global M&A: Fifth Highest January Total Since 1970s
“M&A deals totalling US$294.6 billion were announced globally during the month of January 2021, down 34% from the previous month but marking an increase of 73% from January 2020 and the fifth
S&P Global’s Tech M&A Market Outlook 2021
In a year dominated by a global health disaster that no one saw coming, 2020 also notched a record that virtually no one could have predicted: Tech M&A spending last year soared to its highest
Americans Blow Stimulus Checks On Game Consoles
Now that we’ve received the awaited stimulus checks it is no surprise that thousands of Americans are blowing it on the newly released game consoles: Microsoft’s Xbox Series X and Sony’s
The Cheapest Countries In The World To Start Your Business
Lockdowns and restrictions across the world left many wondering how best they can productively spend their spare time. Binge watching your favourite series on Netflix, and finding the best new
The Political Fallout from the Impeachment Vote
Last week, immediately after Ohio Republican Senator Rob Portman announced that he would not be running for reelection in 2022, there was intense speculation about who would be the next Republican
Highly-Branded Companies Almost Double Returns For Investors
Every year, Brand Finance – the world’s leading brand valuation consultancy – puts 5,000 of the biggest brands to the test, evaluating their strength and quantifying their value, publishing nearly
Why Asset Scarcity Matters
Outside of being a significant public health crisis, Covid-19 exposed some of the long-term problems associated with fiat currencies and seemingly unlimited monetary stimulus. The recovery from the


