Bullish and bearish divergence pre Greek Drama
I believe most technical analysis is dubious. I heard a saying on Fast Money, the other day, that the ships at the bottom of the sea are full of charts. None the less, I do believe divergence to…
Portfolio Holdings 6/26/15
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Dupont, an interesting beaten down blue chip
We recently purchased Dupont, sub $70, as stock is flirting at the lowest level all year. The sell off is ironic because it was due to activist Nelson Peltz's failed board seat proxy. Peltz…
The Best Annuities - Barron's
By KAREN HUBEJune 20, 2015Fixed-income annuities have never paid out so little, and yet had so much appeal. These annuities, which provide a lifetime of guaranteed income, are paying out 12% less, on…
1st Quarter 2015 Partner Letter
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Portfolio Holdings 6/15/15
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Is the market overvalued, fairly valued, or undervalued?
It is likely that further gains in the market will be muted or even unlikely based on multiple valuation measures. We look at several in this post. As a matter of reference these observations are…
Buybacks and Dividends All That’s Left in S&P 500, Goldman Says - Bloomberg Business
Buybacks and Dividends All That’s Left in S&P 500, Goldman Saysby Joseph CiolliMay 19, 2015 — 10:00 PM MDT The $1 trillion that U.S. companies are on track to return to shareholders this year…
EU Prepares for Worst as Greece Drives Finances to Brink - Bloomberg Business
EU Prepares for Worst as Greece Drives Finances to Brinkby Radoslav TomekPatrick DonahueJune 12, 2015 — 5:13 AM MDT Updated on June 12, 2015 — 10:17 AM MDTShare on FacebookShare on Twitter Greek…
Portfolio Holdings 5/29/15
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