nyseteck
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Strong Energy And Commodity-Related StocksVladimir Putin is fuming over last Friday’s car bomb attack that killed ultra-nationalist, Darya Dugina, who is the daughter of his close advisor, Alexander Dugin. Specifically, Putin called the assignation a “vile crime” and pledged retaliation. Andrey Gurulyov, the former deputy commander of Russia‘s southern military district warned the West of impending war and said: “We’re at war with the United States and the UK… If the British soldiers end up on the te...
ValueWalk
Global demand for copper is soaring, but does that put suppliers like Freeport-McMoRan (NYSE:FCX), Teck Resources (NYSE:TECK) and Southern Copper (NYSE:SCCO) in a position to rally? Copper is a crucial component in several areas poised for growth: Electric vehicles, wind and solar power, and the infrastructure to store and transport renewable energy. But according to a July report by S&P Global, there’s a chronic gap between worldwide copper supply and demand. S&P’s report says this “will have serious consequences across the global economy and will affect the timing of Net-Zero Emissions by 20...
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David Einhorn comments that the Federal Reserve now realizes that it has an inflation problem. Greenlight Capital commentary for the first quarter ended March 31, 2022. Dear Partner: Greenlight Capital’s PerformanceThe Greenlight Capital funds (the “Partnerships”) returned 4.4%1 in the first quarter of 2022, compared to a 4.6% decline for the S&P 500 index. Q1 2022 hedge fund letters, conferences and more To start with a quote for a change, Vladimir Lenin said: “There are decades where nothing happens, and there are weeks where decades happen.” A lot happened this quarter, culminating in an un...
ValueWalk
David Einhorn’s Greenlight Capital has made some big changes in Fannie Mae holdings. In his Q2 2021 letter to investors (full copy of Greenlight’s investor letter can be found here), Einhorn states: Q2 2021 hedge fund letters, conferences and more During the quarter, we had a loss in the preferred stocks of Fannie Mae and Freddie Mac (“GSE preferreds”). We had bought them in 2014, partially hedged by shorting common stock. Our thesis was that we could do well if the companies were recapitalized and released from conservatorship, and that shareholders had valuable claims against the U.S. govern...
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