BlackRock Joins $46 Billion Japan Pullout - Bloomberg

For global equity investors and Shinzo Abe, it’s splitsville. Source: BlackRock Joins $46 Billion Japan Pullout - Bloomberg


$TWTR Twitter Data Business Is Growing As Jack Dorsey Courts Developers

Under Jack Dorsey, Twitter’s data business has gotten stronger as he pitches his company’s global, real-time services. Source: Twitter Data Business Is Growing As Jack Dorsey Courts Developers I have…


Portfolio holdings 3-31-16

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Portfolio holdings 3-18-16

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Portfolio holdings 3-15-2016

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Portfolio holdings 3-4-16

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Portfolio holdings 2-26-16

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74% of insiders Buying their Own Stock are Under Water

We track insiders very carefully.  Of the 544 purchases in the last year where insiders bought $100,000 or more of their company's stock, 405 of the 544 purchases, or 74.4% of these buys are…


MLPs Can Fund Payouts Even as Oil Prices Slide

Investors fear MLPs will cut their hefty distributions, but many companies can avoid that fate. Source: MLPs Can Fund Payouts Even as Oil Prices Slide


Insiders predict rally again

Insider buying versus selling has reached highest point since 2011, one again predicting with perfect accuracy a short term rally.