Why Solar Stocks Are Rallying Against All Odds

Watching the news is one of the most dangerous things you can do as an investor. I know it’s counterintuitive. After all, most investors want to be as informed as possible. But watching CNBC or any other financial media outlet won’t give you an “edge.” Q1 2020 hedge fund letters,...

As the Economic Cycles Turn

I had a chance to catch up with my friend Neil Howe at my recent Strategic Investment Conference about the “Fourth Turning”—a recurring generational cycles theory that Neil helped to write the book on, quite literally. Q1 2020 hedge fund letters, conferences and more janjf93 / Pixabay In his view, it’s ongoing...

To Help the Economy, Wear a Mask

“You can lead a horse to water but you can’t make him drink,” says an old saying. Q1 2020 hedge fund letters, conferences and more That’s right but, as I learned growing up in Texas, it doesn’t go far enough. Horses recognize hazards their riders miss. Maybe there’s a reason not...

Why You’ll Never Get Another Stimulus Check

April 10, 2020 will go down in the history books. As you likely know, the US government recently handed out “coronavirus checks.” Q1 2020 hedge fund letters, conferences and more Over 150 million Americans received the $1,200 cash injection. This isn’t the first time Uncle Sam issued free money. But it...

Flying Robots Will Soon Deliver Your Morning Coffee

Something odd is happening in the skies of Lake Country, Florida. Drones, like the ones you’ve seen kids playing with at the local park, are zipping through the air. Q1 2020 hedge fund letters, conferences and more But these unmanned mini-planes are carrying out a vital service: They’re dropping off medications to...

Reopening Isn’t About Class Warfare

In theory, outside threats should make people set aside differences. The novel coronavirus seems to be doing the opposite. Q1 2020 hedge fund letters, conferences and more That may be because two influential groups—politicians and the news media—actually need conflict. If none exists, they create it. The newest conflict: reopening the economy vs. continuing to stay...

This Is NOT 2008 All Over Again

My phone has been ringing off the hook. Relatives and friends are reaching out to me. They want to know what I’m doing with my money. When I say I’ve been loading up on stocks, they can’t believe it. Q1 2020 hedge fund letters, conferences and more They want to know what stocks...

The Great Reopening Gamble

We knew the April US jobs data would be ugly. Speaking on ABC’s “This Week” program last Sunday, Minneapolis Federal Reserve Bank President Neel Kashkari predicted “the worst is yet to come.” Q1 2020 hedge fund letters, conferences and more Kashkari is right; this won’t get better while so much of the economy...

Apple’s Future Hinges on This Tiny Company

Have you heard of Mirror? It’s a startup based in the United States. It makes interactive mirrors that you can use to do boxing, Pilates, and yoga classes from home. Q1 2020 hedge fund letters, conferences and more Mirror describes its product as “the nearly invisible interactive home gym.” Here’s what...

The Service Sector Still Awaits Its Second Chance

In 1920, 26% of the US population worked in the service sector of the economy. Today it is 86%. At least, it was before coronavirus prevention measures shuttered a large part of our economy. Q1 2020 hedge fund letters, conferences and more Now, 30 million people have filed for unemployment in the last...

3 Things to Watch When the Jet Fuel Runs Out

Main Street needs customers. The Fed, for as much as it is trying to flood the markets with money, can’t create them. Q1 2020 hedge fund letters, conferences and more And yet, the jet fuel has succeeded in pushing stock benchmarks and valuations back near their old highs. Clearly, and probably rightly,...

The Giant Presumption behind Re-Opening America

Newly “liberated” Americans are flocking to beaches, parks, and restaurants, eager to prove the novel coronavirus doesn’t scare them. Q1 2020 hedge fund letters, conferences and more In fact, the virus doesn’t care how brave they are. It just wants to spread. I suspect it found many new hosts at those...

What I Am Most Bullish on Right Now

It feels like sentiment about the coronavirus is starting to change. There’s a new sense of hope where there was little just a month ago. Q1 2020 hedge fund letters, conferences and more New drug therapies are being announced and dozens of vaccines are in development. There is a high probability one...

Oil Investors Are Doomed Even If Oil Prices Recover

I’m writing this essay because millions of investors are in danger without realizing it. Q1 2020 hedge fund letters, conferences and more As you probably know, oil has recently taken an historic nosedive. On April 20, its price crashed from $18 a barrel to -$38, turning negative for the first time...

No, the Economy Isn’t Re-Opening Soon

“America will be open for business very soon,” said President Trump on March 23, just a week after local authorities began issuing stay-at-home orders. Q1 2020 hedge fund letters, conferences and more At that point, the novel coronavirus had killed a total of 689 Americans. Now, a little over a month...

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