Thoughts on Apple quarter
Apple reported an impressive quarter yet the stock sold off sharply after hours. Fortunately we had lowered our position in the name a little before earnings came out as we were a little too…
2nd Quarter 2015 Partner Letter
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History Shows Iran Could Surprise the Oil Market - Bloomberg Business
History Shows Iran Could Surprise the Oil MarketMost analysts are far too pessimistic about Iran's ability to bounce back, International Energy Agency Saysby Javier BlasJuly 19, 2015 — 5:00 PM……