Metals and Mining Insights: Getting to the Bottom of the NPI Ceiling on the Nickel Price Nov7

Posted by & filed under Investing, Mining, White Papers/ Thought Pieces.

Nickel spiked to over $50,000 per metric ton (“tonne”) in May 2007, rising 10 fold from its earlier decade lows.  That spike marked the beginning of Chinese involvement in the production of a simple but new nickel pig iron (“NPI”) product that has since placed a seemingly ever lowering ceiling over the nickel price

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Welcome to the Land of Oz – Tax Benefits of Investing in a Qualified Opportunity Zone Fund Oct29

Posted by & filed under White Papers/ Thought Pieces.

Hedge Fund, Private Equity, Venture Capital and Real Estate Fund Managers should be very excited about the new opportunities that have arisen from the tax reform that was passed at the end of 2017. There are newfound chances to cash out unrealized gains and put them to work within certain low-income areas (called Opportunity Zones) while deferring taxes until December 31, 2026

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Market Outlook: From A Trade War To A Cold War? Oct24

Posted by & filed under Investing, White Papers/ Thought Pieces.

The macro environment in Q3 (and for much of 2018) has been dominated by policy divergence: whereas fiscal stimulus buoyed the U.S., Chinese growth weakened as a result of the escalation trade war combined with Beijing’s attempts to constrain credit growth. This policy divergence has produced a powerful tailwind for the U.S. dollar and U.S. equities and corresponding headwinds for global equities

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