Portfolio holdings 12-9-16
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High-Yielding BDCs Could Rise With Interest Rates - Barrons
Many of these names have substantial insider buying too. $ARCC,$CODI,$FSIC,$MCC,$NMFC,$PNNT, $PSEC,$SLRC. High-yielding BDCs could rise with interest rates. Source: High-Yielding BDCs Could Rise With…
Follow the Money » The Dollar Trumps Carrier
Trump saved 1K jobs in Indiana and already DESTROYED 370K jobs given the Trump-led dollar appreciation blogs.cfr.org/setser/2016/11… An interesting calculatoin from an interesting person, Nouriel…
One really important group is not buying during the Trump rally: Corporate insiders
There is one major, well-informed group of individuals out there who are not buying the rally in stocks after the election: corporate executives.In fact, not only are insiders not buying, they are…
Americans, Not Mexicans, Should Worry About Trump, Slim Says - Bloomberg
Billionaire Carlos Slim, Mexico’s richest person, said Americans have more to worry about under Donald Trump than Mexicans because the president-elect could cost the U.S. its place as the world’s…
Portfolio holdings 12-2-16
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Jobs report Trump recession—commentary
Here's the bottom line. The economic cycle is aged, but that doesn't mean it has to end anytime soon. That said, the fiscal policies of our new president will be met with many tradeoffs. One will be…
Yellow Lights are Flashing for Business Owners
DNY59 Getty Images/VettaLoan delinquencies are up and credit is tightening.Small businesses are frequently called canaries in the coal mine, forecasting by months or even years things to come in the…
Portfolio holdings 11-30-16
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Wall Street Is Suddenly Loving This Donald Trump Guy | Vanity Fair
From “oh my God, sell everything” to “it’s all good for me.” Source: Wall Street Is Suddenly Loving This Donald Trump Guy | Vanity Fair