Portfolio Holdings 8/28/15

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Briefing.com analysis is right on

Floor talk Thursday 14:35 Don't look now, but the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 are all positive for the week.  That's not always such a laudable thing, but…


Southern Company sees selling $3B of stock to fund AGL Resources deal

Says AGL (GAS) acquisition better positions Southern Company (SO) to succeed in future with increasing gas prices. Says now is the right time for this transaction. Expects natural gas use in the U.S.…


Portfolio Holdings August 24, 2015

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School-Loan Reckoning: 7 Million Are in Default - WSJ

This is really an incredible statistic and if it weren't for all the other economic stories unfolding, this would be front page and center or should be. School-Loan Reckoning: 7 Million Are in…


Short-seller Chanos on China: 'It's worse than you think'

Whenever you have a chance to listen to Chanos, take it.  He's not a boaster, admits he has no idea where the market is going but has some controversial opinions that have proven to be far more right…


Fading Economy and Graft Crackdown Rattle China’s Leaders - The New York Times

Fading Economy and Graft Crackdown Rattle China’s LeadersBy MICHAEL FORSYTHE and JONATHAN ANSFIELDAUG. 22, HONG KONG — It was hardly an unusual start to the day for a senior Chinese leader in a…


Dow Drops More Than 1,000 Points

More bad news from China, plummeting emerging-market currencies, and a likely change in the Fed’s rate plans send investors to the sidelines. Source: Dow Drops More Than 1,000 Points


Thursday's drop in the S&P 500 worst day since August 2011

Thursday's 43.88 pt. plunge in the S&P 500 was  the worst one day drop in actual points (not percentages) since August 2011.   That was when the U.S. got their debt downgraded.  Volume was not…


Notes from Enercom Day 3- The Death March Continues & the Conclusions

The average company's stock presenting at Enercom plummeted 4% today.  Presenter after presenter referred to the normal world where prices of oil would return to $50-60$ per barrel although there is…