Over the next weeks, we will address some FINTECH-specific issues. The first is retail trading, the arrival of Wall Street Bets and the upcoming Robinhood IPO
... Read more »FinTech Discussion: Theme #1 Trading Feb19
Posts Categorized: Investing
Sports Betting Burst Through The Roof in 2020, This Year Could be Even Better Jan26
The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Sports Betting
... Read more »Best Idea: Agnico Eagle’s Deal with TMAC is at a Historic Bargain Price Jan15
As shareholders of TMAC Resources Inc. (“TMAC”) we are disappointed with the January 5, 2021 news of the proposed buyout of the company by Agnico Eagle Mines Limited (“Agnico ”) for Cdn $2.20 per share or just under Cdn $300 million. While the offer is Cdn $0.45 per share higher than Shandong’s May offer that was struck down last month by the Canadian government on national security concerns, we think history will view this transaction as a steal relative to current gold mining valuations
... Read more »Post Covid on Gold: Mildly Cautious but with a Higher Floor Dec24
We are mildly cautious on the gold price for 2021 as we expect some of the factors that drove it to record highs in 2020 will begin to reverse. As the world moves somewhat back towards normal, we think the financial shock and volatility resulting from Covid-19 (Covid) will abate, causing downward pressure on the gold price from current $1,880 per ounce levels
... Read more »Taking a Closer Look at Harvard’s Hedge Fund Gains Oct23
Making up nearly 60% of the $41.9 billion Harvard University endowment, hedge funds made a strong contribution to the 7.3% return of the overall portfolio. The returns outshine 2019’s investment performance of 6.5%. Harvard Management Company (HMC) manages the largest U.S. university endowment and has continued to grow its hedge fund allocation which now makes up the largest slice of the portfolio pie at 36.4%. Last year hedge funds made up 33% of the portfolio or growth of roughly $1.2 billion.
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