$AAPL Insiders were telling you that Apple would crater on earnings
Insider selling is a very difficult thing to analyze. After all significant buying only means one thing but insiders could sell for a variety of reasons. We were short Apple going into earnings in…
When a CEO buys shares, here's why you should do the same - Yahoo Finance
United Airlines CEO Oscar Munoz bought a million dollars worth of company shares. Jamie Dimon made a fortune buying JPMorgan stock. Source: When a CEO buys shares, here's why you should do the same -…
Chairman Dumps 30% of his Intel stock after earnings and poor forecast.
Initially Intel stock went down understandably on the news that business was slowing and the 2nd quarter revenues numbers would be lower than forecast and the Company would lay off 10% of the…
Portfolio holdings 4-22-16
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1st Quarter 2016 Partner Letter
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Portfolio holdings 4-14-16
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Miserable Year for Banks: Stocks Suffer as Rates Stay Low - WSJ
“I find it hard to grasp a continued rally without the participation of the second-largest group in the S&P 500,” said Omar Aguilar, chief investment officer for equities at Charles Schwab…
China's Monetary Easing Is Starting to Hit Home - Bloomberg
Japan may be weakening but all that really matters is the US and Chinese economies to some degree. But it will temper global growth with Japan and Europe slow. There's increasing evidence the…
BlackRock Joins $46 Billion Japan Pullout - Bloomberg
For global equity investors and Shinzo Abe, it’s splitsville. Source: BlackRock Joins $46 Billion Japan Pullout - Bloomberg
$TWTR Twitter Data Business Is Growing As Jack Dorsey Courts Developers
Under Jack Dorsey, Twitter’s data business has gotten stronger as he pitches his company’s global, real-time services. Source: Twitter Data Business Is Growing As Jack Dorsey Courts Developers I have…