Portfolio holdings 7-31-16
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Portfolio holdings 7-22-16
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Negative Interest Rates - Bloomberg QuickTake
Perhaps the rearview mirror will have shown that this was the biggest financial experiment and bubble of an era. Imagine a bank that pays negative interest. In this upside-down world, borrowers get…
Doug Kass: Im Aggressively Shorting Bonds - TheStreet
I don't know how aggressively I would short bonds, but a short play on ZROZ PIMCO 25 YR Zero Coupon ETF could eventually play out. Some time either rates will rise based on improving economic growth,…
Portfolio holdings 6-30-16
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Portfolio holdings 6-24-16
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What does Brexit mean for Trump? - Business Insider
It's tempting to look at the Brexit win and worry that it means we've underestimated Donald Trump's odds of winning the American presidential election. Source: What does Brexit mean for Trump? -…
Nomura Warns "Do Not Underestimate The Global Contagion" From Brexit | Zero Hedge
In a nutshell, Nomura expects the global impact of the Brexit to be more through the financial, confidence and psychology channels than simply through trade. Their warning is to not underestimate the…
With a single vote, England just screwed us all
Well written piece. Not sure where it all goes but it brings up things that need to be said. The dream is over. Source: With a single vote, England just screwed us all