Links

My Gilead trade does not look very good right now – so I have been trying to evaluate if I was early or just wrong. […]

Have Oil prices risen too fast? Bloomberg – Oil Price Rally Isn’t as Deep Rooted as It Looks at First Glance MarketWatch – Crude oil slammed 1.3% […]

Morningstar has a great interview with one of my favorite investors – Steve Romick, manager of the FPA Crescent Fund, which receives a Gold Morningstar Analyst […]

You will always see a lot of articles this time of year – suggesting it is a good idea to lighten up on equities going […]

The last decade has been very hard on savers and retirees in America.  It started in 2009, when the Federal Reserve decided to lower interest […]

Given the current market levitation due to Central Bank interventions – it would be easy to conclude that Value Investing is a waste of time.  […]

I hope fundamentals matter again someday.  Today, everyone is waiting on Janet Yellen, who is speaking before the Economic Club of New York: CNBC – Yellen […]

As you may know – I am long Oil/Energy via the Energy Select Sector SPDR ETF (XLE).  Here are my transactions to date: Trade Date Tool […]

Could this really happen? CNN – Trump responds to Hitler comparison I told my kids Donald Trump could never win the Republican Nomination – that he would […]

The Japanese government got paid to borrow money for a decade for the first time, selling 2.2 trillion yen ($19.5 billion) of the debt at […]