Yellow Lights are Flashing for Business Owners

DNY59 Getty Images/VettaLoan delinquencies are up and credit is tightening.Small businesses are frequently called canaries in the coal mine, forecasting by months or even years things to come in the…


Portfolio holdings 11-30-16

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Wall Street Is Suddenly Loving This Donald Trump Guy | Vanity Fair

From “oh my God, sell everything” to “it’s all good for me.” Source: Wall Street Is Suddenly Loving This Donald Trump Guy | Vanity Fair


Has the Trump Rally Gone Too Far? - Barron's

For investors, it’s the season to buy stocks, dump bonds. Source: Has the Trump Rally Gone Too Far? - Barron's


China manoeuvres to fill US free-trade role

I fear as the U.S. gets more inward looking, the Chinese get more outward filling the vacuum. Source: China manoeuvres to fill US free-trade role


The CNNMoney Warren Buffett Interview - CNNMoney

Poppy Harlow sits down with billionaire investor Warren Buffett to discuss the economy, inequality, stocks, Greece, philanthropy and money in politics. Source: The CNNMoney Warren Buffett Interview -…


Donald Trump: Sell Facebook, Amazon Stock, DoubleLines Gundlach Says

Source: Donald Trump: Sell Facebook, Amazon Stock, DoubleLines Gundlach Says


Portfolio positions 11-18-16

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Is the market breaking out or is this is a blow-off rally before the sell off?

The market feels like its chasing performance to me.  When I look at the longer term chart, I think we are heading into dangerous territory.  We have had an incredible run since the depths of 2008.…


Portfolio holdings 11-15-16

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