Portfolio holdings 11-30-16
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Wall Street Is Suddenly Loving This Donald Trump Guy | Vanity Fair
From “oh my God, sell everything” to “it’s all good for me.” Source: Wall Street Is Suddenly Loving This Donald Trump Guy | Vanity Fair
Has the Trump Rally Gone Too Far? - Barron's
For investors, it’s the season to buy stocks, dump bonds. Source: Has the Trump Rally Gone Too Far? - Barron's
China manoeuvres to fill US free-trade role
I fear as the U.S. gets more inward looking, the Chinese get more outward filling the vacuum. Source: China manoeuvres to fill US free-trade role
The CNNMoney Warren Buffett Interview - CNNMoney
Poppy Harlow sits down with billionaire investor Warren Buffett to discuss the economy, inequality, stocks, Greece, philanthropy and money in politics. Source: The CNNMoney Warren Buffett Interview -…
Donald Trump: Sell Facebook, Amazon Stock, DoubleLines Gundlach Says
Source: Donald Trump: Sell Facebook, Amazon Stock, DoubleLines Gundlach Says
Portfolio positions 11-18-16
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Is the market breaking out or is this is a blow-off rally before the sell off?
The market feels like its chasing performance to me. When I look at the longer term chart, I think we are heading into dangerous territory. We have had an incredible run since the depths of 2008.…
Portfolio holdings 11-15-16
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Why the stock market is going up
1. Stocks just got a boost from President Elect Trump's wish to lower taxes, especially maintaining low capital gains and dividend tax rates. 2.Bond stampede as investors flee Treasuries that are…