We will be at Enercom next week visiting three of our investments
We are making the annual pilgrimage to Denver's Enercom next week. Dozens of CEOS and top management from mid to small market oil and gas companies pitch the investment merits of their companies to…
A number of interesting 10% plus yields
One we have a sizable position is ARRC ARES Capital Corporation, is one of if not the largest of these BDC companies that basically are mezzanine lenders to midtier companies. It's a good business…
Stocks suffer worst week in two years
You will hear a lot of explanations of why stocks had their worst week in two years. The truth of the matter is no one knows. Sure there are a lot of explanations and perhaps its just the sum of…
2nd Quarter 2014 Partner Letter
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Sax Angle June Performance
Sax Angle Partners put up very good numbers for June, up over 5.5% for the month. We did that in spite of finding very few equities corporate insiders were willing to buy.
House Republicans Resume Efforts to Reduce Fed’s Power - NYTimes.com
Any number of things could derail the benign climate for equity investing. This is one of them. It could happen as early as November elections but I couldn't handicap when Republicans will gain…
Typical business cycle- let the bull run!
Do you believe in the word typical when it comes to the economy and stock market? If so you might find this chart interesting. Where do you think we are in the cycle? I would have to say we are in…
As ISIS advances on Baghdad, Iraq parliament bumps up its next meeting | News | DW.DE | 08.07.2014
A very knowledgeable contact of mine best described as a military atache' with deep mideast connections,knowledge, and experience says things in Iraq and region are far worse than the public knows.…
Stocks go up, continued.. our best month YTD
I'm not complaining, really. June was the Fund's best month of the year. I'd prefer a bull market to a bear and there is not doubt we are in the mother of the all time greatest bull market. Just…
Stocks go up, it's a wonderful thing, stocks do not go down, it's a very bad thing
There is something very unsettling about this market. Perhaps there is no better example than the news of Twitter appointing a new CFO today. Twitter is up over 4% at the time of writing on their…