Portfolio holdings 9-23-16
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Anecdotal evidence Presidential election, Clinton trounces Trump
I have done some informal anecdotal polling of the Presidential Election. There is currently an oil and gas conference, or more like get a together at Park City Hotel. I've met two woman from…
Jump in Bond Yields, Chance of Trump Win Hammer Stocks - Barron's
The market is terrified of a Trump Presidency. Its not that some of his economic proposals are bad, they are not. It's the threat of a global recession inspired by his tough trade stance that…
Portfolio holdings 9-15-16
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Portfolio holdings 9-9-16
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Portfolio holdings 8-31-16
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Portfolio holdings 8-26-16
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It's happening: Pokemon Go popularity is in decline
$NTDOY Nitendo is still one awesome short selling opportunity. Its meteoric rise in price is over, the $16 billion in frivolous market cap gained by the fad sensation Pokemon go is still in the…
It’s Getting Scarily Quiet in the Stock Market - WSJ
The S&P 500 has been remarkably tranquil. The danger is not so much complacency about markets but complacency about central banks. -- Streetwise Source: It’s Getting Scarily Quiet in the Stock…
Portfolio holdings 8-19-16
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