Investment Watch Blog

via Zerohedge: After an abysmal, for David Einhorn, 2018, “2019 has started off on a good note” for the Greenlight Capital founder. In his just released letter to investors, Einhorn writes that his hedge fund returned 11.0% for the quarter, almost reversing its Q4 2018 loss. Nonetheless, Einhorn notes, “it continued to be a challenging … Read more

“Amazon’s plunge into the $800 billion US grocery industry posed an existential threat to rivals”: CNN, August 2018. So let’s see. By John E. McNellis, Principal at McNellis Partners, for The Registry: A couple questions remained in the wake of Whole Foods’ announcement last week that it was dropping prices on over five hundred items by twenty … Read more

by allthedifference   Make your job your number one priority. Be at work on time, work hard, contribute, don’t cause problems, keep your employer informed if you do have to miss work (try not to). Read the employee handbook and follow the rules. You don’t want to lose that DOT job. Live frugally. Think cheap apartment, … Read more

by coole106     I have been living by a strict budget for the last few months, and I must say, it is very liberating. ​ A little background: I am 28 and married with a 1 1/2 year old. My wife used to work, but now she stays home with the child, so she … Read more

https://variety.com/2019/digital/news/disney-plus-streaming-launch-date-pricing-1203187007/ At launch, Disney+ will include 7,500 episodes, 25 original series, 400 library movie titles, and 100 recent theatrical films releases, according to Agnes Chu, senior vice president, Content, Disney+. That includes exclusive rights to all 30 seasons of “The Simpsons,” Netflix will likely be hit by this at least a little bit given the … Read more

via CNBC: “There are challenges facing the world in terms of how do you have transparent projects that are high quality, where the debt is transparent. China moved so fast that in some part of the world there is just too much debt,” Malpass says. “That’s something that we can work on with China.” China … Read more

A quick reversal could reverse the slide in economic growth, but the lags are long. It appears that history is being repeated – too tight for too long, slower growth, lower rates. http://www.hoisingtonmgt.com/pdf/HIM2019Q1NP.pdf AC

  via CNBC: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs, former Fed Chairman Alan Greenspan tells CNBC. He also cites the effects of weakness around the world. Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, … Read more

by lboog423   When people talk about the idea of secret police and government censorship, they get called “crazy” and “conspiracy theorists”. Snowden and others talked about the secret police stalking Julian Assange. https://twitter.com/Snowden/status/1116295523294748672 Images of Ecuador's ambassador inviting the UK's secret police into the embassy to drag a publisher of–like it or not–award-winning journalism … Read more

by axolotl_peyotl Lasso, a weedkiller produced by Monsanto, has been determined by a court to have caused a French farmer to experience neurological damage. In addition, the company provided inadequate warning labels on the product itself. This is the tip of the iceberg. Monsanto (now owned by Bayer), has gotten away with crimes against humanity … Read more