Model Portfolios + Strategists US Move Into Quantum Computing Adds to a Portfolio That Spans Semiconductors, Steel, Nuclear, and Rare Earths 2 min read
Dan Loeb Doubles Down On E-Shopping, Disney Loeb said Third Point bought great companies at decent prices and is betting on Disney which is in the throes of transitioning to streaming delivery. Commentaries ·
Carl Icahn Booked $1.3 Billion Gain Shorting Malls With billions of people around the world confined to their homes for several weeks to stop the spread of COVID-19, the odds of mall defaults climbed. Commentaries ·
Why Howard Marks Remains Bullish On Big Tech The billionaire can't find a reason for the FANG and friends to fail that wouldn't hurt non-tech sectors even more. Call it a "clean shirt choice." Commentaries ·
Warren Buffett Sours on Banks and Likes (Gulp!) Gold Dumping bank shares and investing in a gold miner? It certainly doesn’t sound like a Warren Buffett move, but that’s exactly what he did last quarter. Commentaries ·
