It’s not about what happened today, it’s about what will happen tomorrow that counts.
Trump and the Republican’s failed effort to overturn and replace Obamacare- Contrary to popular opinion, that’s a bullish development. The CBO estimates repeal and replace would save the Government…
Portfolio holdings 3-24-17
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Trump Says If Vote on Health-Care Bill Fails, Obamacare Stays - WSJ
In a brilliant piece of brinkmanship, Trump distances himself from Ryan's unpopular replacement for Obamacare. If fixing the broken healthcare system was simple, they would have done it already. The…
Portfolio holdings 3-17-17
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Portfolio holdings 3-10-17
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Portfolio holdings 3-3-17
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Saudi King Leads Hundreds of Princes, Clerics, Military Officials on Asia Trip - WSJ
Monarchy tries to build economic and religious ties in region, taking more independent tack after tensions with U.S. ally. Source: Saudi King Leads Hundreds of Princes, Clerics, Military Officials on…
China Gloats as Trump Squanders U.S. Soft Power - WSJ
As the ideological shift in Washington threatens to undermine U.S. influence in a region it transformed, Beijing sees Donald Trump as a godsend. Source: China Gloats as Trump Squanders U.S. Soft…
Portfolio holdings 2-24-17
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Political jitters send retail investors fleeing from European corporate bonds
Retail investors have fled high grade European bonds at their fastest weekly rate in seven years according to analysis from JPMorgan, highlighting escalating fears over a packed roster of major…