Portfolio holdings 12-2-16
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Jobs report Trump recession—commentary
Here's the bottom line. The economic cycle is aged, but that doesn't mean it has to end anytime soon. That said, the fiscal policies of our new president will be met with many tradeoffs. One will be…
Yellow Lights are Flashing for Business Owners
DNY59 Getty Images/VettaLoan delinquencies are up and credit is tightening.Small businesses are frequently called canaries in the coal mine, forecasting by months or even years things to come in the…
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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