The Lithium "Lie"
Did you know each electric car battery requires 220 pounds of graphite - more than lithium, copper, or aluminum? China controls more than 90% of this vital ingredient. But the U.S. just classified graphite as "essential for America's National Defense"... and one little-known company is looking to win big in the energy war with China.
Find Out How Investors Can Benefit From the Energy War with China
Most Of Maverick Capital's 2022 Loss Came From This One Stock [Exclusive]
Lee Ainslie's Maverick USA fund lost 3% in the fourth quarter, bringing its full-year return to -25.5%, while the Maverick Levered fund returned -5% for the quarter to cap its 2022 return at -48.1%. The Maverick Long fund gained 4.9% for the fourth quarter for a 2022 return of -27.2%, while the Maverick Long Enhanced […] Read More
Qualivian Investment Partners January 2023 Performance Update
Qualivian Investment Partners performance update for the month ended January 31, 2023. Q4 2022 hedge fund letters, conferences and more Dear Friends of the Fund, Please find our January 2023 performance report below for your review. Qualivian reached its five year track record in December 2022. We are actively weighing investment proposals. Starting in November […] Read More
Arnott Capital – January Performance Update
Arnott Capital commentary for the month of January ended January 31, 2023. The fund returned positive 0.26% for the month of January 2023. Net exposure averaged 36% long, while gross averaged 144%. This brings our calendar year return to positive 0.26% and since inception return to positive 22.00% p.a. net of fees. Q4 2022 hedge […] Read More
Logica Capital January 2023 Commentary
Logica Capital commentary for the month ended January 31, 2023. Summary January started the year off with a bang; major indices gained between +6.2% (S&P 500) and +10.6% (Nasdaq 100). We saw minimal deterioration in VIX/Implied Volatility despite the large move in the S&P. Realized vol continues to trend downward, while factor rotations remain a major […] Read More
Applied Materials Is In The Semiconductor Sweet Spot
Applied Materials reported better than expected results and guidance, shares steady. The company is in the sweet spot regarding trends in the semiconductor industry. Capital returns help make this stock an attractive buy for 2023. 5 stocks we like better than Applied Materials There are 2 narratives within the semiconductor industry and Applied Materials (NASDAQ:AMAT) […] Read More
Can Coinbase Shake Off Regulatory Risk After Kraken's Shakedown?
Staking services may see more regulation or be prohibited altogether by the U.S. Securities and Exchange Commission (SEC). The SEC imposed a $30 million penalty fine on the Kraken crypto exchange and forced its staking service to shut down in the U.S. Coinbase may face more scrutiny and regulatory and legislative actions from various U.S. […] Read More
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