Great interview and perspective.
Some insights I haven't heard elsewhere. http://www.wsj.com/video/opinion-journal-trumps-relief-rally/97603584-9F44-4731-8C8B-5D706BF40909.html
WSJ Opinion Picks of the Week
Editorial Board Member Mary Kissel wraps up this week’s commentary and highlights her top picks. Source: WSJ Opinion Picks of the Week
Bernie Sanders: Where the Democrats Go From Here - The New York Times
Trump’s victory is saddening, but not surprising. Source: Bernie Sanders: Where the Democrats Go From Here - The New York Times
What Trump Exposed About the G.O.P. - The New York Times
I really like this article but I don't want to believe it. Source: What Trump Exposed About the G.O.P. - The New York Times
$AAP Advanced Auto Parts buy before earnings Monday after the close
AAP Advanced Auto Parts has been a dismal performer of late in spite of the massive insider buying as presented below courtesy of the Washington Service.
Portfolio holdings 11/11/16
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China warns Trump against abandoning climate change deal
Who whould have ever thought this? China has warned Donald Trump that he will be defying the wishes of the entire planet if he acts on his vow to back away from the Paris climate agreement after he…
Fund results and thoughts on the election
I have said many times that I am not a macro driven investor. I have no edge over the many well connected fund managers that have Federal Reserve governors and banks of analysts and economists they…
Portfolio holdings 11-4-16
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Financial markets jolted as US election polls tighten
Tightening polls just a week before the US presidential election sent tremors through financial markets on Tuesday, as investors rethought their long-held bets on a Hillary Clinton victory. Source:…