Has the Trump Rally Gone Too Far? - Barron's
For investors, it’s the season to buy stocks, dump bonds. Source: Has the Trump Rally Gone Too Far? - Barron's
China manoeuvres to fill US free-trade role
I fear as the U.S. gets more inward looking, the Chinese get more outward filling the vacuum. Source: China manoeuvres to fill US free-trade role
The CNNMoney Warren Buffett Interview - CNNMoney
Poppy Harlow sits down with billionaire investor Warren Buffett to discuss the economy, inequality, stocks, Greece, philanthropy and money in politics. Source: The CNNMoney Warren Buffett Interview -…
Donald Trump: Sell Facebook, Amazon Stock, DoubleLines Gundlach Says
Source: Donald Trump: Sell Facebook, Amazon Stock, DoubleLines Gundlach Says
Portfolio positions 11-18-16
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Is the market breaking out or is this is a blow-off rally before the sell off?
The market feels like its chasing performance to me. When I look at the longer term chart, I think we are heading into dangerous territory. We have had an incredible run since the depths of 2008.…
Portfolio holdings 11-15-16
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Why the stock market is going up
1. Stocks just got a boost from President Elect Trump's wish to lower taxes, especially maintaining low capital gains and dividend tax rates. 2.Bond stampede as investors flee Treasuries that are…
Why the market is going up and dragging rates skyward with it.
Massive spending build out in infrastructure, military and the border fence combined with tax cuts is going to blow about apart any semblance of a balanced budget. It will obviously add growth if…
Donald Trump: A Huge Hedge Fund Predicts a Stock Market Correction
Not just one fund but many esteemed economists and Nobel laureate ones at that predicated a crash in the market if Donald Trump won. Source: Donald Trump: A Huge Hedge Fund Predicts a Stock…