Portfolio holdings 4-7-17

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Portfolio holdings

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Bear market? Not quite

The Dow just experienced its first 8 consecutive down days since 2011. More like a bear cub hug.


It’s not about what happened today, it’s about what will happen tomorrow that counts.

Trump and the Republican’s failed effort to overturn and replace Obamacare- Contrary to popular opinion, that’s a bullish development. The CBO estimates repeal and replace would save the Government…


Portfolio holdings 3-24-17

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Trump Says If Vote on Health-Care Bill Fails, Obamacare Stays - WSJ

In a brilliant piece of brinkmanship, Trump distances himself from Ryan's unpopular replacement for Obamacare. If fixing the broken healthcare system was simple, they would have done it already.  The…


Portfolio holdings 3-17-17

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Portfolio holdings 3-10-17

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Portfolio holdings 3-3-17

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Saudi King Leads Hundreds of Princes, Clerics, Military Officials on Asia Trip - WSJ

Monarchy tries to build economic and religious ties in region, taking more independent tack after tensions with U.S. ally. Source: Saudi King Leads Hundreds of Princes, Clerics, Military Officials on…