Portfolio holdings 11-30-2015

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Goldman Sachs 2016 stock market outlook - Business Insider

GOLDMAN: Stocks will go nowhere in 2016 Goldman Sachs is forecasting another lackluster year for the S&P 500.Year-to-date, the benchmark index has gained about 1.3%."We forecast the S&P 500…


6 MLPs That Can Thrive Even if Oil Remains Cheap - Barron's

6 MLPs That Can Thrive Even if Oil Remains CheapBrian Watson’s OppenheimerFunds portfolios have weathered the energy storm better than most. Here are his picks.Email Print 1 Comments Order Reprints…


Retail Trifecta Insiders buy Target, Nordstrom, and Gap

Retail stocks have taken a hammering lately.  It's fairly obvious to everyone that Amazon gets to play by its own set of rules, meager to non-existent profit margins while brick and mortar stores…


From Utah To China: Meet The $2.6 Billion Fund That Invests Like Missionaries - Forbes

From Utah To China: Meet The $2.6 Billion Fund That Invests Like MissionariesLiyan Chen ,FORBES STAFF Charting the world's largest companies and wealthiest people.FOLLOW ON FORBES (226)This story…


14 Predictions for 2016 From the Brightest Minds in Finance

Some of the top financial experts warned us of recessions and crisis, while others shared their tips for finding yield. Source: 14 Predictions for 2016 From the Brightest Minds in Finance


Portfolio holdings 11/13/15

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Portfolio positions 11-6-15

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Portfolio holdings 10-30-15

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America’s Heartland Feels a Chill From Collapsing Commodity Prices - The New York Times

Excellent reporting as usual by the NY Times.  Goes a long way to explaining the diverging economy of winners and losers. America’s HeartlandFeels a Chill FromCollapsing Commodity PricesIn China and…