Will Energy MLPs Remain Stuck in Down Market?
Even with higher interest rates likely, a Wells Fargo analyst is bullish on shares of ‘quality’ names. Source: Will Energy MLPs Remain Stuck in Down Market? Many if not all of my clients and…
China May Tip World Into Recession: Morgan Stanley - Bloomberg Business
China May Tip World Into Recession: Morgan Stanleyby Ye XieGavin SerkinJuly 13, 2015 — 5:13 PM China may soon have another thing to offer the world: a recession.That is the prediction from Ruchir…
State-Owned Chinese Chip Maker Tsinghua Unigroup Makes $23 Billion Bid for Micron
China’s Tsinghua Unigroup has submitted a bid to buy out U.S. memory chip maker Micron Technology for $23 billion, people familiar with the matter said. Source: State-Owned Chinese Chip Maker…
Reasons the Bull Market will likely end in May 2016
1.Valuations are stretched on easy money. Barring some unforeseen geopolitical shock, the Fed will likely have hiked rates 2-4 times by mid 2016 in their efforts to bring monetary policy back in line…
A New Approach to Bonds
Bond funds tend to hold their value—unless rates are rising. Is it time to dump yours? A look at the pros and cons, as well as alternatives that include market-neutral funds, laddering, and munis.…
Portfolio Holdings 7/10/15
This content is password protected. To view it please enter your password below: Password:
Utility Stocks Are Undervalued
Utilities have fallen sharply on fears of rising rates. If the Fed moves slowly, the stocks could rebound. Also, a backlash against buybacks. Source: Utility Stocks Are Undervalued I would not be a…
Bullish and bearish divergence pre Greek Drama
I believe most technical analysis is dubious. I heard a saying on Fast Money, the other day, that the ships at the bottom of the sea are full of charts. None the less, I do believe divergence to…
Portfolio Holdings 6/26/15
This content is password protected. To view it please enter your password below: Password:
Dupont, an interesting beaten down blue chip
We recently purchased Dupont, sub $70, as stock is flirting at the lowest level all year. The sell off is ironic because it was due to activist Nelson Peltz's failed board seat proxy. Peltz…