Instead of entrepreneurs and startup owners looking for investors, the tides have changed, with investors pitching to startups for potential investment opportunities. At the start of 2021, San Francisco-based autonomous car startup, Cruise was able to …
Ray Dalio – The Popping of the Bubble Stocks: What You Need to Know
The latest readings from the “bubble indicator.” As you know, I like to convert my intuitive thinking into indicators which I write down as decision rules (principles) that can be back-tested and automated to put together with other principles and bets…
Producer Sentiment Improves With Strengthened Commodity Prices, But High Cost Inflation Worries Farmers
Q1 2022 hedge fund letters, conferences and more “Rising prices for major commodities, especially corn and soybeans, appear to be leading the change in producers’ improved financial outlook,” said James Mintert, the barometer’s principal investigator a…
Rising Rates: Why Value Stocks Have Outperformed
The Benefits of Value Stocks in Rising Rate EnvironmentsAs investors flock to safety, value stocks have outperformed growth stocks year-to-date amid economic turbulence and rising interest rates. Owing to their strong fundamentals and cash flows, value…
Black Conservative Denied Entry to American Express Shareholder Meeting
Q1 2022 hedge fund letters, conferences and more Black Conservative Denied Entry to American Express Shareholder Meeting”From the beginning, the tone of investor relations was to not let me in,” Hollie said after the incident, which drew attention from…
6 Retirement Planning Issues Most People Make And How To Avoid Them
If you’re thinking about your financial future, retirement planning is one aspect you can’t overlook. But retirement planning is one of the most difficult financial tasks. Your ability to save can be impacted by your salary, debt, expenses, etc. Plus, …
S&P Global Ratings Assess Countries’ Vulnerability To Economic Losses From Physical Climate Risks
For most countries, exposure to, and costs from, the physical impacts of climate change are increasing. Over the past 10 years, storms, wildfires, and floods alone have caused losses of around 0.3% GDP per year globally according to Swiss Re loss data….
BP’s $20 Billion Loss, EU Mulls Russia Crude Ban, HSBC Investors Sanguine About Break Up Calls
“$20.4 billion is an eye-watering quarterly loss for BP plc (LON:BP) but it’s far from unexpected. The market had already factored in a huge hit due to its Russia exit and now the company has unveiled the price to pay is a big and bold $25.5 billion. T…
How PE Is Acting As A Catalyst To Improve Portfolio Companies’ Performance On ESG Metrics
Q1 2022 hedge fund letters, conferences and more ESG And The Changing Shape Of PECharlie Jolly: “Private equity firms can be powerful agents of change in middle market businesses. The vast majority of PE investments give the PE firm control or signific…
China Faces Trouble As The EU Nears Embargo On Russian Oil
China is the world’s second-largest consumer and the world’s top importer of crude oil. In the face of adversity, is its economy likely to slow down? Crude oil prices ended slightly higher yesterday after a volatile session, caught between weakening de…