Some thoughts on the rise in interest rates and how it may effect stock prices
Interest rates have risen sharply since the election, creating significant losses for fixed income investors. Equity investors have benefited. If rates are rising because the expectations of…
Cramer's game plan: Next week could be your wake-up call that will stop the rally in its tracks
Jim Cramer reviewed the events on his radar for next week, and found one that could bring the rally to a screeching halt. Wednesday could be a pivotal day. The Fed will likely hike rates 0.25%, in…
Another busy day of Trump news Fox Chris Wallace complete interview Sunday
https://youtu.be/9ND8IMjwxes The complete Fox News interview with Donald Trump
A Transcendent Patti Smith Accepts Bob Dylan’s Nobel Prize - The New Yorker
I've seen Dylan live three times, once in the 70's and twice in the last decade but never I have hear him sung so poignantly as Patti Smith does in this Nobel performance. Smith’s performance of…
Top Tech Leaders to Meet With Trump - WSJ
Many top Silicon Valley executives are expected to attend a meeting with President Trump on Wednesday that will help steer the complicated relationship between the incoming White House and the…
Portfolio holdings 12-9-16
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High-Yielding BDCs Could Rise With Interest Rates - Barrons
Many of these names have substantial insider buying too. $ARCC,$CODI,$FSIC,$MCC,$NMFC,$PNNT, $PSEC,$SLRC. High-yielding BDCs could rise with interest rates. Source: High-Yielding BDCs Could Rise With…
Follow the Money » The Dollar Trumps Carrier
Trump saved 1K jobs in Indiana and already DESTROYED 370K jobs given the Trump-led dollar appreciation blogs.cfr.org/setser/2016/11… An interesting calculatoin from an interesting person, Nouriel…
One really important group is not buying during the Trump rally: Corporate insiders
There is one major, well-informed group of individuals out there who are not buying the rally in stocks after the election: corporate executives.In fact, not only are insiders not buying, they are…
Americans, Not Mexicans, Should Worry About Trump, Slim Says - Bloomberg
Billionaire Carlos Slim, Mexico’s richest person, said Americans have more to worry about under Donald Trump than Mexicans because the president-elect could cost the U.S. its place as the world’s…