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
Portfolio holdings 6-19-16
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Housing Starts Fell 0.3% To 1.16 Million Rate, Building Permits Up
$BZH Beazer Homes at $7.55 is selling below its tangible book value MRQ of $19.15. Combined with insider buying and the fundamental back drop of millennials entering the house buying years, there…
Portfolio holdings 6-10-16
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Jim Chanos: Be wary of companies with lots of executive turnover | Fox Business Video
Chanos is a stunningly smart hedge fund manager who is famous for shouting out Enron first. His specialty is short selling and I really enjoyed this interview on an otherwise extremely boring TV…
Portfolio holdings 6-3-16
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Business Is Bad? Blame the Millennials
$FB Does Facebook run the risk of being blocked at work? While this might seem a remote possibility, it is certainly one to be considered when the stock has a P.E. of 50. “Less than 50 percent of…
Fund holdings 5-31-16
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