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…
Proofpoint Needs Profits
There are quite a few names like this, over hyped stocks. It's been hard to make money shorting them as long as investors pay up for growth at any price. Stocks whose products help combat security…
Portfolio Holdings 10/15/15
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3rd Quarter 2015 Partner Letter
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