Portfolio Holdings 9/30/15

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Where the market is going-JP Morgan

According to JP Morgan:US macro update - the big problem for this tape remains the same – a lack of catalysts. The fundamental landscape still isn’t as gloomy as it’s being made out to be but this…


Portfolio Holdings 9/22/15

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Value versus Growth- which is better? which is riskier?

They teach you in business school that value investing is riskier than growth stock investing.  The primary reason is something referred to as the value trap.  A value investor tends to buy stocks…


Postions 9/18/15

Due to the large amounts of options expiring today, we will post a position page on Monday 9/21/15. Please check back on Monday!


Insiders Beat Market Before Event Disclosure: Study

Corporate executives and board members regularly make market-beating returns from buying and selling their companies’ stock in the days before disclosing a significant event, according to a study…


Portfolio Holdings 9/4/15

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Hundreds arrested as Beijing launches stock market crackdown

This is how they calm nerves about the market in China? Chinese authorities have arrested nearly 200 people for alleged online rumor-mongering about China's stock market turmoil and a recent, deadly…


Market Plunge Provides Harsh Lessons for ETF Investors

I am afraid this is the shot across the bow.  ETFs are destroying the markets in my opinion. One only has to observe the action last Monday on the Dow's 1000 point plunge at the open to understand…