Portfolio holdings 12-11-15
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The best explanation on what to do with Kinder Morgan $KMI
I was going to write something about where I thought Kinder screwed up and perhaps where I did. Dan Dicker sums it well enough in the Street's Real Money. He writes, "What is so interesting about…
DJ Kinder Morgan $KMI Slashes Dividend
We admittedly are shocked that Kinder Morgan Inc. slashed its quarterly dividend by 75% on Tuesday, and according to the WSJ, "an unprecedented step for the massive energy company that just one year…
If this is a good time to be in the market, why do most investors feel so bad?
I like this missive from JP MORGAN's outstanding research department. "Meanwhile it would be easier to feel better about the SPX if its leadership wasn’t so thin – the “FANG” complex…
Kinder Morgan $KMI Disaster- did the market get it wrong?
One of the widest held securities by the individual investor declined 30% this week alone. Kinder Morgan, the 3rd largest energy company in the U.S. issued a press release today that was read wrong…
A Very Strange Day in the Market
Yesterday was just weird. U.S. stocks, government bonds and the dollar all tumbled Thursday, a rare occurrence that underlines markets’ vulnerability to reversals at a time of large bets on…
Today's 10% Ginnie Maes, right in front of our noses
I wish I had a nickel, no maybe $10,000 for every time I heard someone say," I wish I had bought those 10% Ginnie Mae bonds back in the day..." (GNMA Bonds are guaranteed by the full faith and…
Apple's iOS clinches 78.3% of U.S. mobile online shopping over Thanksgiving, 360% more than Android
Apple's iOS clinches 78.3% of U.S. mobile online shopping over Thanksgiving, 360% more than Android By Daniel Eran Dilger Friday, November 27, 2015, 06:08 pm PT (09:08 pm ET) Apple remained the…
Fed decision: What happens when interest rates rise?
Expectations are rising for the Fed to raise rates in its next meeting in December The US economy created a lot more jobs in October than economists had forecasted. This suggests that the US economy…
US credit tightens ahead of Federal Reserve policy shift - FT.com
Dear future historians: Janet Yellen did not cause the late-2010s recession. If a Federal Reserve interest rate rise in December is followed in short order by an economic slowdown, the temptation…