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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