Lessons From 50 Years Of Buffett - WSJ
Lessons From 50 Years Of BuffettBy JASON ZWEIGMay 2, 20150 COMMENTSWhat makes Warren Buffett Warren Buffett?That question will dominate this weekend’s annual meeting of Berkshire Hathaway, on the…
Portfolio Holdings 4-30-15
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Portfolio holdings 4-24-15
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The Student-Loan Problem Is Even Worse Than Official Figures Indicate - Real Time Economics - WSJ
Bill Ackman, last year's best performing hedge managers is reportedly targeting student loan default as his next short opportunity. I agree. Preliminary names are DFS Discover Financial Services…
U.S. Drug Spending Increases Most in 13 Years to $373.9 Billion - Bloomberg Business
Often times it seems that the news, particularly economic news is out of step with the price action in the stock market. This headline is not. No wonder healthcare is the best performing sector in…
Portfolio holdings 4-10-15
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Portfolio holdings 3-27-15
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Calling a turn -mild bullish divergence $SPY
We went from 40% invested to 65% invested concentrated in biotech and pharma. Climbing the proverbial wall of worry showing bullish divergence.
by Harvey Sax
The Fallacy of the Indexer
Much has been made about buy and hold passive investing outperforming active managers. A lot of the argument revolves around lower tax rates on capital gains. Taxes are never good and all things…