Carlson Capital’s Clint Carlson Sees Recession, Predicts Zero Love For Equities In 2023 [Exclusive]
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The Lithium "Lie"Did you know each electric car battery requires 220 pounds of graphite - more than lithium, copper, or aluminum? China controls more than 90% of this vital ingredient. But the U.S. just classified graphite as "essential for America's National Defense"... and one little-known company is looking to win big in the energy war with China. Find Out How Investors Can Benefit From the Energy War with China Carlson Capital's Clint Carlson Sees Recession, Predicts Zero Love For Equities In 2023 [Exclusive]Carlson Capital's Double Black Diamond fund declined six basis points in December, capping its net return for 2022 at 6.38%. In December the fund's equity relative value and event-driven strategies generated robust results, along with the center book, which combines trades from both strategies. The fund's hedges also added a "small amount of P&L" for […] Read More My Favorite Bruce Greenwald Learning ResourcesBruce Greenwald is one of the most prolific Value Investing teachers out there. Read More Five Best And Worst Performing Healthcare Stocks In Jan 2023After a sub-par performance in 2021, healthcare stocks outperformed the S&P 500 in 2022. As well, 2023 is expected to be another promising year for the healthcare sector. Moreover, healthcare also offers excellent long-term investment opportunities, with U.S. healthcare spending estimated to reach $6.8 trillion by 2030, according to the Centers for Medicare and Medicaid […] Read More The Humble Mineral at the Heart of the EV Revolution (Not Lithium) 3 Common Economic Fallacies That Need to DieSeemingly every day, there are news reports and political commentators repeating economic fallacies that should have been dead and buried long ago. Read More Warren Buffett: The Stock Market Is The Most Obliging, Money-Making Place In The WorldDuring the 2012 Berkshire Hathaway Annual Meeting, Warren Buffett explained why the stock market is the most obliging, money-making place in the world. Here's an excerpt from the meeting: Q4 2022 hedge fund letters, conferences and more Read More
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