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…
Portfolio holdings 3-31-16
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Portfolio holdings 3-18-16
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Portfolio holdings 3-15-2016
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Portfolio holdings 3-4-16
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