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Newsletter: Premium Points 1Q-2021

Posted: May 26, 2021 | by: Thomas F. McKeon, CFA

Can Durable Market Value Be Spun Out of This Air or a Few Lines of Code? Methinks Not.

In this Issue:

Review and Outlook
Equity markets continued the rally that began just over one year ago after the nerve-rattling pandemic selloff. The bellwether S&P 500 equity index gained 6.17%, making the total return for the trailing twelve months a cool 56.35%.
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The investment vehicle having a moment is the Special Purpose Acquisition Company, or SPAC. Also known as a “blank check” company, it is an entity formed by a portfolio manager to raise assets from investors and then go shopping for acquisitions.
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Do Cryptocurrencies Have Any Value?
It seems to be a weekly or even daily occurrence now. The financial news reports yet another new cryptocurrency that has been launched and now has a market value of billions of dollars. Value spun out of thin air. The Greater Fool Theory on Steroids.
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Clothier Springs Capital Partners Update
Our investment partnership had a significant capital event at the end of 1Q-2021, exiting our Clifford Street joint venture with a 22.7% gain for the six-month investment.
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This Quarter's Live Music Video
Peter Gabriel performing "In Your Eyes" at the Rock & Roll Hall of Fame Induction on 2014.
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