Portfolio holdings 9-30-16
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Yellen says Fed purchases of stocks, corporate bonds could help in a downturn
Wow- the Fed is backstopping the market? The Federal Reserve could get benefits from buying assets other than long-term U.S. debt if in a future downturn, Chair Janet Yellen said. Source: Yellen says…
USA TODAYs Editorial Board: Trump is unfit for the presidency
Certainly in the short run and probably in the long run, the Presidential race will have a major impact on the stock market. So I am paying a lot of attention to polling. After you read this…
Infrastructure Stocks Could Rally on Higher Spending - Barrons
We have a position in US Concrete. USCR primarily because of Divisional officer Poulsen's purchase of 18,000 shares in August at $56 per share. The stock closed Friday at $48.35. Needless to say…
Portfolio holdings 9-23-16
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Anecdotal evidence Presidential election, Clinton trounces Trump
I have done some informal anecdotal polling of the Presidential Election. There is currently an oil and gas conference, or more like get a together at Park City Hotel. I've met two woman from…
Jump in Bond Yields, Chance of Trump Win Hammer Stocks - Barron's
The market is terrified of a Trump Presidency. Its not that some of his economic proposals are bad, they are not. It's the threat of a global recession inspired by his tough trade stance that…
Portfolio holdings 9-15-16
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Portfolio holdings 9-9-16
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Portfolio holdings 8-31-16
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