Portfolio Holdings 10-17-14
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The contrarian view in the oil patch is hard to come by these days, here's mine
It's hard to find the contrarian view in the oil patch these days but some of our contrarian observations are: A barrel of oil is worth far more in the U.S. than in other parts of the world. The U.S…
Merrill Lynch is the cause of the Ebola economic panic, written by a lawyer not even a healthcare worker!
I think Merrill Lynch is the main cause of the global economic panic about Ebola. They published this report 10-3-14 on Ebola front page as part of their big global strategy update. Note the…
Is there more downside risk? Insiders will soon provide the answer
I spent a little while today calling clients and calming nerves. If you didn't get a call from me today, you will tomorrow. Most of our clients are not too nervous and that could be a bad sign as…
U.S. stocks slide allows short sellers to smile again | Reuters
Reuters - The stock markets long-suffering short sellers finally have something to smile about. Investors who make a living betting that stock prices will fall are in a position to profit…
Crude oil in free fall creates long term buying opportunity
I think the sharp drop in crude and the decline in some US centric shale plays creates a buying opportunity. We bought Anadarko, Apache, Continental Resources, EOG, a little Chesapeake and quite a…
Portfolio Holdings 10-2-14
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This is when you make money- sellers are unloading while insiders and corporate mergers are growing
I don't know why the market is selling off and I really don't care. Markets are occasionally irrational. What's striking about this sell off is that I have the largest amounts of stocks on my…
The Real Reason PayPal Isn’t an Apple Pay Preferred Partner | Bank Innovation
The Real Reason PayPal Isn’t an Apple Pay Preferred Partner SEPTEMBER 30, 2014 BY IAN KAR Earlier this month, before Apple Pay came out, Bank Innovation wrote that Apple and PayPal had been involved…
Wall Street is all about the people with conviction taking money away from those without it
Angie's List (ANGI), up 25.6% following Financial Times report that the company is exploring a potential sale.. Wall Street is all about the people with conviction taking money away from those…