Portfolio holdings 11/11/16
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China warns Trump against abandoning climate change deal
Who whould have ever thought this? China has warned Donald Trump that he will be defying the wishes of the entire planet if he acts on his vow to back away from the Paris climate agreement after he…
Fund results and thoughts on the election
I have said many times that I am not a macro driven investor. I have no edge over the many well connected fund managers that have Federal Reserve governors and banks of analysts and economists they…
Portfolio holdings 11-4-16
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Financial markets jolted as US election polls tighten
Tightening polls just a week before the US presidential election sent tremors through financial markets on Tuesday, as investors rethought their long-held bets on a Hillary Clinton victory. Source:…
Is This Hillary's Watergate? | Zero Hedge
What appears about to happen seems inevitable and predictable. If Hillary Clinton is elected, the email scandal, the pay-for-play scandal involving the Clinton Foundation, “Bill Clinton, Inc.,” the…
Prominent Economists, Including Eight Nobel Laureates: ‘Do Not Vote for Donald Trump’ - Real Time Economics - WSJ
“I don’t normally engage in politics, but I decided to sign this one because I think that the destruction that Trump’s campaign tactics have done to the institutions of this nation is a great moral…
Portfolio holdings 10-28-31
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Portfolio Holdings 10-21-16
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1993 Letter from George H.W. Bush to Bill Clinton Resurfaces, Goes Viral | National News | US News
What a class act George Bush, Sr. was. I voted for him but I grew to respect Clinton greatly and I'm excited to have him back in the White House, if only as 1st Man. The market averaged 20% per annum…