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Don’t Stress It, Press It: Tilt To Growth

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Don’t Stress It, Press It: Tilt to Growth. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Don’t Stress It, Press It: Tilt To Growth Tobias: I read your latest blog...

4 Economic Challenges for 2021

This year will bring several economic challenges in the U.S.—some we may not yet foresee. But I can already identify at least four. Q4 2020 hedge fund letters, conferences and more First, the coronavirus pandemic is permanently changing certain parts of the economy. I’ll start with the one most familiar to me:...

The Stock Market Snowball

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed The Stock Market Snowball. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot The Stock Market Snowball Tobias: It sounds to me that the two causes in your mind of...

Hedge Fund Launches & Liquidations In 2020

Pivotal Path just compiled their year-end research on hedge fund launches and closures in 2020. As a reminder, this reflects data on more than 2,000 institutionally relevant hedge funds and over $2.3T of industry capital. Q4 2020 hedge fund letters, conferences and more The full research insight can be found here,...

Value Investing Parallels: The Late 1990s And Now

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Value Investing Parallels: The Late 1990s And Now Tobias: What are the parallels...

Why Biden Wants to Win the Fight for $15

President Joe Biden's pandemic relief plan proposes direct cash payments, enhanced unemployment benefits, vaccine funding, and help for state and local governments. Q4 2020 hedge fund letters, conferences and more But Biden’s wish list has one unexpected item: a $15 federal minimum wage. Labor advocates have been asking for this for years,...

CUSIP Request Volume Surges in December

CUSIP Request Volume Surges in December, Driving Total 2020 Volumes for Corporate and Municipal Securities Above 2019 Totals Q4 2020 hedge fund letters, conferences and more Volatile 2020 Ends with Municipal Volumes Up 10% and Corporate Volumes Up 7% mohamed_hassan / Pixabay NEW YORK, Jan. 19, 2021 /PRNewswire/ -- CUSIP Global Services (CGS) today announced...

Exclusive: Saba Capital Announces New SPAC Opportunities Fund

Boaz Weinstein's Saba Capital is launching its SPAC Opportunities fund, with its first close set for Feb. 28. In a presentation about the fund, which was reviewed by ValueWalk, the firm noted that the market for special purpose acquisition companies grew significantly last year. Q3 2020 hedge fund letters, conferences...

Why I Am Bullish On Vietnam

Vietnam is one of the few countries left in the world which will still boast a double digit nominal GDP growth rate. They have 200-300 BP of real rates and a low fiscal deficit which is rarity in today’s world. Positive real rates, low and stable inflation, low unemployment...

10 Charts to Watch in 2021

Late last year I sent out my 2020 End of Year Special report to clients. In that report I reflected on the year that was in terms of what charts worked well, what *didn't* work, my favorite charts, areas of new coverage... Q3 2020 hedge fund letters, conferences and more But...

Gates Capital: Why (Free) Cash (Flow) Is King

Gates Capital Management's ECF value fund has earned strong returns for investors since its inception in June 1996. The ECF, or Excess Cash Flow Fund, had returned 12.9% annualized since inception to the end of September 2020. That was compared to 8.9% for the S&P 500 total return index...

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